+3,015.3%
CVNA vs SPGI
+251.5%
+2,763.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | -7.3% | -7.4% | +0.1% | +1.7% |
| 30D | -4.6% | +0.4% | -5.0% | -5.9% |
| 3M | +2.0% | +5.3% | -3.3% | -6.8% |
| 6M | +11.7% | +1.7% | +10.1% | +6.1% |
| YTD | -18.1% | -16.4% | -1.7% | -3.4% |
| 1Y | -2.4% | -20.5% | +18.1% | +20.2% |
| 3Y | +580.6% | +14.2% | +566.3% | +436.0% |
| 5Y | +4.9% | +0.6% | +4.3% | +3.7% |
| All | +3,015.3% | +251.5% | +2,763.8% | +687.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 10y: compounded portfolio wealth divided by compounded SPGI 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…
10y analysis · Full analysis span regression · 6 months rolling