+52.7%
CVNA vs IOT
+54.1%
-1.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -7.3% | -4.5% | -2.8% | -4.6% |
| 30D | -4.6% | -2.4% | -2.1% | -4.2% |
| 3M | +2.0% | +19.0% | -17.0% | -11.6% |
| 6M | +11.7% | +19.6% | -7.9% | -7.7% |
| YTD | -18.1% | +8.3% | -26.3% | -30.7% |
| 1Y | -2.4% | -0.8% | -1.6% | -13.7% |
| 3Y | +580.6% | +24.4% | +556.2% | +353.8% |
| All | +52.7% | +54.1% | -1.5% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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