+1,021.6%
CVNA vs MSFU
+72.2%
+949.3%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +1.3% |
| 7D | +3.5% | -3.2% | +6.7% | +4.8% |
| 30D | +5.5% | -3.1% | +8.6% | +6.7% |
| 3M | +7.6% | +35.3% | -27.7% | -11.9% |
| 6M | +17.6% | +31.6% | -14.0% | -5.0% |
| YTD | -11.5% | -9.5% | -2.0% | -12.8% |
| 1Y | +0.4% | -18.4% | +18.8% | +6.2% |
| 3Y | +695.6% | +26.9% | +668.6% | +413.3% |
| All | +1,021.6% | +72.2% | +949.3% | +485.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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