+287.4%
CVNA vs JEPI
+93.4%
+194.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | 0.0% |
| 7D | -1.0% | -1.1% | +0.1% | +2.5% |
| 30D | -1.0% | -1.3% | +0.3% | +3.0% |
| 3M | +5.5% | +3.3% | +2.1% | -4.4% |
| 6M | +11.8% | +1.0% | +10.8% | +9.6% |
| YTD | -13.0% | +4.2% | -17.3% | -22.8% |
| 1Y | -2.1% | +7.9% | -10.1% | -21.9% |
| 3Y | +681.6% | +30.0% | +651.6% | +266.8% |
| 5Y | +11.6% | +40.9% | -29.3% | -53.4% |
| All | +287.4% | +93.4% | +194.0% | -24.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling