+15.4%
SOFI vs CVNA
+4.7%
+10.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.1% |
| 7D | -4.9% | -7.3% | +2.3% | -3.0% |
| 30D | -3.5% | -4.6% | +1.1% | -2.5% |
| 3M | +3.9% | +2.0% | +1.9% | +2.3% |
| 6M | -6.5% | +11.7% | -18.3% | -10.6% |
| YTD | -33.8% | -18.1% | -15.8% | -31.6% |
| 1Y | -33.3% | -2.4% | -30.9% | -34.3% |
| 3Y | +94.6% | +580.6% | -486.0% | +11.1% |
| All | +15.4% | +4.7% | +10.7% | +19.1% |
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