+6.1%
CVNA vs INCY
+69.3%
-63.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.9% |
| 7D | -7.3% | -4.2% | -3.1% | -5.4% |
| 30D | -4.6% | +0.6% | -5.2% | -4.9% |
| 3M | +2.0% | +12.6% | -10.7% | -4.5% |
| 6M | +11.7% | +28.3% | -16.6% | -2.3% |
| YTD | -18.1% | +23.0% | -41.0% | -26.9% |
| 1Y | -2.4% | +41.0% | -43.3% | -20.0% |
| 3Y | +580.6% | +88.6% | +492.0% | +328.4% |
| All | +6.1% | +69.3% | -63.2% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded INCY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling