+11.6%
CVNA vs XRT
-2.4%
+14.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | +1.9% |
| 7D | -1.0% | -2.4% | +1.4% | +4.3% |
| 30D | -1.0% | -6.9% | +5.9% | +15.7% |
| 3M | +5.5% | -0.4% | +5.9% | +5.5% |
| 6M | +11.8% | +2.2% | +9.6% | +5.2% |
| YTD | -13.0% | -0.7% | -12.3% | -13.3% |
| 1Y | -2.1% | -2.0% | -0.1% | -0.4% |
| 3Y | +681.6% | +41.0% | +640.6% | +217.3% |
| 5Y | +11.6% | -3.3% | +14.9% | +20.0% |
| All | +11.6% | -2.4% | +14.0% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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