+20.3%
CVNA vs Z
-54.7%
+75.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -2.2% |
| 7D | -1.7% | -4.9% | +3.2% | +2.4% |
| 30D | +17.3% | +3.0% | +14.3% | +12.4% |
| 3M | -2.3% | -13.4% | +11.1% | +6.2% |
| 6M | -3.9% | -27.3% | +23.4% | +19.1% |
| YTD | -16.1% | -57.8% | +41.7% | +62.3% |
| 1Y | +7.9% | -60.0% | +67.9% | +116.4% |
| 3Y | +1,113.4% | -21.5% | +1,135.0% | +866.5% |
| 5Y | +20.3% | -55.0% | +75.3% | +68.0% |
| All | +20.3% | -54.7% | +75.0% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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