+265.0%
CVNA vs JEPI
+93.8%
+171.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -3.7% |
| 7D | -7.3% | -1.0% | -6.3% | -4.4% |
| 30D | -4.6% | -1.4% | -3.2% | -0.2% |
| 3M | +2.0% | +3.5% | -1.6% | -8.2% |
| 6M | +11.7% | +1.9% | +9.8% | +6.3% |
| YTD | -18.1% | +4.4% | -22.5% | -27.7% |
| 1Y | -2.4% | +7.2% | -9.6% | -20.3% |
| 3Y | +580.6% | +29.8% | +550.8% | +221.3% |
| 5Y | +4.9% | +41.7% | -36.8% | -56.8% |
| All | +265.0% | +93.8% | +171.2% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 10y: compounded portfolio wealth divided by compounded JEPI 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…
10y analysis · Full analysis span regression · 6 months rolling