+25.9%
CVNA vs SOXQ
+286.7%
-260.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -3.4% |
| 7D | -7.3% | +0.8% | -8.0% | -8.0% |
| 30D | -4.6% | -4.6% | 0.0% | -0.6% |
| 3M | +2.0% | -10.2% | +12.1% | +6.6% |
| 6M | +11.7% | +49.7% | -37.9% | -39.4% |
| YTD | -18.1% | +67.2% | -85.3% | -61.9% |
| 1Y | -2.4% | +98.0% | -100.4% | -63.5% |
| 3Y | +580.6% | +237.2% | +343.4% | +0.2% |
| 5Y | +4.9% | +261.3% | -256.4% | -84.0% |
| All | +25.9% | +286.7% | -260.8% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 all: compounded portfolio wealth divided by compounded SOXQ 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…
all analysis · Full analysis span regression · 6 months rolling