+303.5%
CVNA vs VIK
+221.3%
+82.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.0% | -3.3% |
| 7D | -4.3% | -1.8% | -2.5% | -3.0% |
| 30D | -2.4% | -17.3% | +14.9% | +10.6% |
| 3M | +4.5% | -5.1% | +9.6% | +5.6% |
| 6M | +10.2% | +16.2% | -6.0% | -7.0% |
| YTD | -16.7% | +17.6% | -34.4% | -30.9% |
| 1Y | -3.8% | +33.5% | -37.3% | -29.9% |
| All | +303.5% | +221.3% | +82.2% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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