+29.0%
CVNA vs SPGI
+14.7%
+14.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.6% |
| 7D | -4.8% | -1.4% | -3.4% | -2.8% |
| 30D | +24.1% | +15.3% | +8.9% | +2.0% |
| 3M | +2.6% | +16.5% | -13.9% | -18.1% |
| 6M | -3.1% | +19.8% | -22.9% | -28.1% |
| YTD | -12.5% | -3.2% | -9.2% | -13.3% |
| 1Y | +13.0% | +1.8% | +11.2% | +1.1% |
| 3Y | +1,165.3% | +30.6% | +1,134.7% | +570.4% |
| 5Y | +29.0% | +16.0% | +13.0% | -26.2% |
| All | +29.0% | +14.7% | +14.3% | -26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling