+41.1%
SOFI vs CVNA
+44.2%
-3.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | +0.5% |
| 7D | -7.0% | -4.3% | -2.7% | -5.9% |
| 30D | -4.3% | -2.4% | -1.9% | -3.9% |
| 3M | +8.4% | +4.5% | +3.9% | +5.9% |
| 6M | -5.9% | +10.2% | -16.1% | -9.8% |
| YTD | -34.3% | -16.7% | -17.5% | -32.3% |
| 1Y | -32.6% | -3.8% | -28.8% | -33.5% |
| 3Y | +101.3% | +648.3% | -547.0% | +8.8% |
| 5Y | +12.6% | +6.6% | +6.0% | +14.5% |
| All | +41.1% | +44.2% | -3.2% | -0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling