+13.6%
CVNA vs SPGI
+5.8%
+7.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +4.6% |
| 7D | +3.5% | -2.5% | +6.0% | +6.4% |
| 30D | +5.5% | +5.4% | +0.1% | -3.1% |
| 3M | +7.6% | +9.0% | -1.5% | -8.4% |
| 6M | +17.6% | +0.8% | +16.8% | +12.0% |
| YTD | -11.5% | -12.6% | +1.1% | +0.7% |
| 1Y | +0.4% | -16.1% | +16.5% | +18.6% |
| 3Y | +695.6% | +19.0% | +676.6% | +393.4% |
| 5Y | +13.6% | +5.1% | +8.5% | -23.5% |
| All | +13.6% | +5.8% | +7.8% | -23.5% |
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