+11.6%
CVNA vs PH
+251.4%
-239.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.0% |
| 7D | -1.0% | 0.0% | -1.0% | -1.1% |
| 30D | -1.0% | -10.3% | +9.3% | +11.5% |
| 3M | +5.5% | +5.1% | +0.4% | -2.7% |
| 6M | +11.8% | +2.3% | +9.5% | +5.0% |
| YTD | -13.0% | +8.7% | -21.7% | -24.8% |
| 1Y | -2.1% | +26.8% | -28.9% | -31.5% |
| 3Y | +681.6% | +139.2% | +542.4% | +130.8% |
| 5Y | +11.6% | +251.1% | -239.5% | -79.6% |
| All | +11.6% | +251.4% | -239.8% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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