+6.6%
CVNA vs MUB
+0.7%
+5.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.5% | -0.6% |
| 7D | -4.3% | -1.2% | -3.1% | +1.8% |
| 30D | -2.4% | -2.8% | +0.4% | +12.5% |
| 3M | +4.5% | -3.1% | +7.6% | +22.9% |
| 6M | +10.2% | -2.9% | +13.1% | +29.3% |
| YTD | -16.7% | -2.0% | -14.7% | -6.4% |
| 1Y | -3.8% | 0.0% | -3.7% | -2.1% |
| 3Y | +648.3% | +7.4% | +640.9% | +377.1% |
| 5Y | +6.6% | +0.8% | +5.8% | -35.4% |
| All | +6.6% | +0.7% | +5.8% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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