+580.6%
CVNA vs JEPI
+30.1%
+550.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -3.6% |
| 7D | -7.3% | -1.0% | -6.3% | -4.5% |
| 30D | -4.6% | -1.4% | -3.2% | -0.4% |
| 3M | +2.0% | +3.5% | -1.6% | -7.6% |
| 6M | +11.7% | +1.9% | +9.8% | +6.7% |
| YTD | -18.1% | +4.4% | -22.5% | -27.2% |
| 1Y | -2.4% | +7.2% | -9.6% | -19.4% |
| 3Y | +580.6% | +29.8% | +550.8% | +218.8% |
| All | +580.6% | +30.1% | +550.5% | +218.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling