+6.6%
CVNA vs XHB
+30.4%
-23.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -1.9% | -0.6% |
| 7D | -4.3% | -5.2% | +1.0% | +4.0% |
| 30D | -2.4% | -12.1% | +9.8% | +19.4% |
| 3M | +4.5% | -6.2% | +10.7% | +13.6% |
| 6M | +10.2% | -6.7% | +16.9% | +19.5% |
| YTD | -16.7% | -5.5% | -11.3% | -14.1% |
| 1Y | -3.8% | -15.6% | +11.9% | +18.3% |
| 3Y | +648.3% | +22.0% | +626.3% | +282.7% |
| 5Y | +6.6% | +31.8% | -25.3% | -52.1% |
| All | +6.6% | +30.4% | -23.8% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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