+64.9%
CVNA vs IOT
+61.2%
+3.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +3.5% | +2.8% | +0.7% | +1.3% |
| 30D | +5.5% | -1.8% | +7.2% | +5.3% |
| 3M | +7.6% | +17.9% | -10.3% | -6.1% |
| 6M | +17.6% | +13.5% | +4.0% | +0.7% |
| YTD | -11.5% | +13.3% | -24.7% | -27.2% |
| 1Y | +0.4% | -3.3% | +3.7% | -9.6% |
| 3Y | +695.6% | +31.3% | +664.2% | +412.6% |
| All | +64.9% | +61.2% | +3.7% | -35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling