+6.6%
CVNA vs SGI
+45.9%
-39.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.2% | -0.9% |
| 7D | -4.3% | -4.9% | +0.6% | +1.1% |
| 30D | -2.4% | +1.6% | -4.0% | -4.4% |
| 3M | +4.5% | -3.2% | +7.7% | +6.5% |
| 6M | +10.2% | -16.0% | +26.3% | +27.6% |
| YTD | -16.7% | -25.4% | +8.7% | +8.0% |
| 1Y | -3.8% | -21.6% | +17.8% | +13.2% |
| 3Y | +648.3% | +52.9% | +595.4% | +263.0% |
| 5Y | +6.6% | +47.5% | -40.9% | -60.8% |
| All | +6.6% | +45.9% | -39.3% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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