+21.4%
CVNA vs JCI
+96.3%
-74.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.3% | +4.4% | +4.3% |
| 7D | -1.6% | +3.2% | -4.8% | -4.6% |
| 30D | +24.9% | -8.6% | +33.5% | +33.3% |
| 3M | -1.8% | -7.7% | +5.9% | +2.8% |
| 6M | +3.5% | -2.6% | +6.1% | -0.3% |
| YTD | -14.3% | +17.4% | -31.6% | -35.5% |
| 1Y | +13.6% | +16.9% | -3.3% | -14.2% |
| 3Y | +1,163.4% | +186.7% | +976.7% | +186.7% |
| All | +21.4% | +96.3% | -74.9% | -63.9% |
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