+6.6%
CVNA vs VALE
+40.1%
-33.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.2% | -3.8% |
| 7D | -4.3% | -0.2% | -4.1% | -4.2% |
| 30D | -2.4% | +9.7% | -12.1% | -6.5% |
| 3M | +4.5% | +5.3% | -0.8% | +1.7% |
| 6M | +10.2% | +0.5% | +9.7% | +9.6% |
| YTD | -16.7% | +20.6% | -37.3% | -24.8% |
| 1Y | -3.8% | +57.6% | -61.4% | -23.9% |
| 3Y | +648.3% | +50.6% | +597.7% | +494.4% |
| 5Y | +6.6% | +41.8% | -35.3% | -8.1% |
| All | +6.6% | +40.1% | -33.6% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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