+13.6%
CVNA vs IR
+46.5%
-32.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +1.9% |
| 7D | +3.5% | +0.6% | +2.9% | +2.8% |
| 30D | +5.5% | -13.6% | +19.1% | +22.6% |
| 3M | +7.6% | +3.7% | +3.9% | +1.9% |
| 6M | +17.6% | -13.1% | +30.6% | +33.7% |
| YTD | -11.5% | -5.1% | -6.4% | -10.2% |
| 1Y | +0.4% | -6.5% | +6.8% | +2.0% |
| 3Y | +695.6% | +8.5% | +687.1% | +462.6% |
| 5Y | +13.6% | +43.3% | -29.7% | -45.5% |
| All | +13.6% | +46.5% | -32.9% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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