+28.9%
CVNA vs USB
+26.3%
+2.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.5% | +1.1% | +1.1% |
| 7D | +5.9% | +0.8% | +5.2% | +5.4% |
| 30D | +19.7% | +6.8% | +12.9% | +12.3% |
| 3M | +7.6% | -3.8% | +11.4% | +11.8% |
| 6M | -2.2% | +11.7% | -13.9% | -13.5% |
| YTD | -9.6% | +17.5% | -27.1% | -23.8% |
| 1Y | +25.4% | +33.8% | -8.3% | -7.6% |
| 3Y | +1,152.6% | +104.2% | +1,048.4% | +486.3% |
| 5Y | +28.9% | +26.4% | +2.5% | -6.7% |
| All | +28.9% | +26.3% | +2.6% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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