+6.6%
CVNA vs JCI
+105.2%
-98.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -2.8% |
| 7D | -4.3% | +0.4% | -4.7% | -4.6% |
| 30D | -2.4% | -7.7% | +5.3% | +5.4% |
| 3M | +4.5% | +2.8% | +1.7% | -0.2% |
| 6M | +10.2% | +7.2% | +3.0% | -1.9% |
| YTD | -16.7% | +20.0% | -36.7% | -36.4% |
| 1Y | -3.8% | +33.3% | -37.0% | -35.8% |
| 3Y | +648.3% | +161.3% | +487.0% | +109.3% |
| 5Y | +6.6% | +108.8% | -102.2% | -67.4% |
| All | +6.6% | +105.2% | -98.6% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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