-2.4%
CVNA vs SRE
+4.6%
-7.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.9% |
| 7D | -7.3% | -0.8% | -6.4% | -7.6% |
| 30D | -4.6% | -3.0% | -1.6% | -5.7% |
| 3M | +2.0% | -8.3% | +10.3% | -1.7% |
| 6M | +11.7% | -8.9% | +20.6% | +7.7% |
| YTD | -18.1% | -4.3% | -13.8% | -19.0% |
| 1Y | -2.4% | +2.7% | -5.1% | +0.2% |
| All | -2.4% | +4.6% | -7.0% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1y: compounded portfolio wealth divided by compounded SRE 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…
1y analysis · Full analysis span regression · 6 months rolling