+327.2%
SMH vs CVNA
+4.7%
+322.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.7% |
| 7D | +0.3% | -7.3% | +7.5% | +1.1% |
| 30D | -2.8% | -4.6% | +1.8% | -2.4% |
| 3M | -6.7% | +2.0% | -8.7% | -7.4% |
| 6M | +41.8% | +11.7% | +30.0% | +38.9% |
| YTD | +57.9% | -18.1% | +75.9% | +59.4% |
| 1Y | +87.6% | -2.4% | +90.0% | +84.9% |
| 3Y | +282.9% | +580.6% | -297.6% | +196.5% |
| All | +327.2% | +4.7% | +322.5% | +349.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CVNA.
Daily Out/Under-Performance
Portfolio return minus CVNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVNA 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 CVNA 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