+20.3%
CVNA vs MUB
+2.8%
+17.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -0.1% |
| 7D | -1.7% | -0.8% | -0.9% | +2.4% |
| 30D | +17.3% | +2.4% | +14.9% | +4.7% |
| 3M | -2.3% | -1.1% | -1.2% | +4.0% |
| 6M | -3.9% | -1.0% | -2.9% | +2.5% |
| YTD | -16.1% | -0.3% | -15.8% | -13.1% |
| 1Y | +7.9% | 0.0% | +7.9% | +10.3% |
| 3Y | +1,113.4% | +10.2% | +1,103.3% | +562.9% |
| 5Y | +20.3% | +2.9% | +17.4% | -33.0% |
| All | +20.3% | +2.8% | +17.5% | -33.0% |
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