+11.6%
CVNA vs ZETA
+341.5%
-329.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.2% |
| 7D | -1.0% | -0.1% | -0.9% | -1.3% |
| 30D | -1.0% | +10.5% | -11.5% | -6.3% |
| 3M | +5.5% | +44.3% | -38.8% | -12.5% |
| 6M | +11.8% | +59.4% | -47.6% | -13.9% |
| YTD | -13.0% | +49.5% | -62.5% | -32.1% |
| 1Y | -2.1% | +62.7% | -64.8% | -28.4% |
| 3Y | +681.6% | +274.6% | +407.0% | +164.0% |
| 5Y | +11.6% | +349.3% | -337.7% | -62.8% |
| All | +11.6% | +341.5% | -329.9% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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