+27.1%
CVNA vs IP
-11.1%
+38.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -3.4% |
| 7D | +2.4% | 0.0% | +2.4% | +2.7% |
| 30D | +14.6% | +9.4% | +5.2% | +8.1% |
| 3M | -1.5% | -14.1% | +12.5% | +9.3% |
| 6M | -6.3% | +9.2% | -15.5% | -14.8% |
| YTD | -13.5% | -7.5% | -5.9% | -14.6% |
| 1Y | +13.3% | -2.8% | +16.1% | +6.1% |
| 3Y | +1,150.8% | +21.2% | +1,129.5% | +669.9% |
| 5Y | +27.1% | -11.5% | +38.6% | +16.5% |
| All | +27.1% | -11.1% | +38.2% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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