+20.3%
CVNA vs XLB
+28.9%
-8.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -1.7% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | +17.3% | +5.3% | +12.0% | +7.5% |
| 3M | -2.3% | 0.0% | -2.3% | -1.7% |
| 6M | -3.9% | +1.2% | -5.1% | -6.5% |
| YTD | -16.1% | +16.9% | -33.0% | -39.9% |
| 1Y | +7.9% | +20.9% | -13.0% | -28.5% |
| 3Y | +1,113.4% | +43.3% | +1,070.1% | +449.0% |
| 5Y | +20.3% | +28.3% | -8.0% | -29.8% |
| All | +20.3% | +28.9% | -8.6% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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