+21.4%
CVNA vs SGI
+41.4%
-20.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +1.9% | +1.9% |
| 7D | -1.6% | -5.3% | +3.7% | +4.3% |
| 30D | +24.9% | -2.1% | +26.9% | +27.4% |
| 3M | -1.8% | -8.2% | +6.4% | +7.1% |
| 6M | +3.5% | -4.6% | +8.1% | +5.7% |
| YTD | -14.3% | -31.5% | +17.2% | +21.8% |
| 1Y | +13.6% | -30.8% | +44.4% | +58.5% |
| 3Y | +1,163.4% | +67.2% | +1,096.2% | +428.7% |
| All | +21.4% | +41.4% | -20.0% | -52.8% |
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