+6.6%
CVNA vs SRE
+46.9%
-40.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.6% |
| 7D | -4.3% | -0.7% | -3.6% | -3.9% |
| 30D | -2.4% | -1.7% | -0.7% | -1.7% |
| 3M | +4.5% | -7.1% | +11.6% | +8.0% |
| 6M | +10.2% | -8.4% | +18.6% | +14.1% |
| YTD | -16.7% | -3.5% | -13.2% | -17.7% |
| 1Y | -3.8% | +5.4% | -9.1% | -11.7% |
| 3Y | +648.3% | +29.5% | +618.8% | +419.9% |
| 5Y | +6.6% | +48.3% | -41.7% | -18.0% |
| All | +6.6% | +46.9% | -40.3% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling