+21.4%
CVNA vs MDT
+0.7%
+20.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.9% | +0.3% | +0.4% |
| 7D | -1.6% | +1.0% | -2.7% | -2.5% |
| 30D | +24.9% | +9.2% | +15.7% | +15.0% |
| 3M | -1.8% | +14.5% | -16.3% | -14.6% |
| 6M | +3.5% | +37.3% | -33.8% | -26.9% |
| YTD | -14.3% | +9.8% | -24.1% | -23.0% |
| 1Y | +13.6% | +10.5% | +3.1% | +0.9% |
| 3Y | +1,163.4% | +57.4% | +1,106.0% | +536.8% |
| All | +21.4% | +0.7% | +20.6% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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