
CRCT-0.16%12.5%

CVNA-19.11%12.5%

DASH-30.34%12.5%

DKNG-45.04%12.5%

FTDR+8.58%12.5%

PTON-42.45%12.5%

RBLX-67.09%12.5%

TOST-16.77%12.5%
As of Oct 2, 2026, 9:55 PM ET
Infra Built in ZIRP '25: Digital Consumer Service Constituents
Carvana Co.CVNA | 12.5% | 1.17% | -2.35% | -13.89% | 1.30% | -24.34% | -4.45% | 41.08% | -19.11% | 80.51% | 5.29% | $69.95B |
Cricut, Inc.CRCT | 12.5% | 0.08% | 8.61% | 9.55% | -3.15% | 27.47% | 46.74% | 18.39% | -0.16% | 7.49% | -69.34% | $1.37B |
DoorDash, Inc.DASH | 12.5% | 3.83% | -2.11% | -16.84% | 3.28% | -16.92% | 6.62% | -0.58% | -30.34% | 33.09% | -7.27% | $82.42B |
DraftKings Inc.DKNG | 12.5% | -3.93% | -12.04% | -20.80% | -0.90% | -44.36% | -19.57% | -44.31% | -45.04% | -51.08% | -63.23% | $9.22B |
Frontdoor, Inc.FTDR | 12.5% | 2.37% | -3.90% | -8.49% | -1.68% | 28.58% | 8.18% | 86.99% | 8.58% | 64.52% | 83.69% | $5.42B |
Peloton Interactive, Inc.PTON | 12.5% | -1.01% | -0.50% | -6.29% | 0.50% | -18.91% | 24.25% | -20.84% | -42.45% | 5.58% | -94.33% | $2.05B |
Roblox CorporationRBLX | 12.5% | 2.58% | -11.89% | 6.62% | 2.19% | -45.77% | -36.00% | -28.68% | -67.09% | 4.60% | -41.63% | $31.52B |
Toast, Inc.TOST | 12.5% | 1.92% | 1.42% | -11.66% | 2.87% | -15.32% | 10.11% | -15.72% | -16.77% | 6.85% | -44.37% | $17.28B |
| Theme return | — | 0.88% | -2.84% | -7.63% | 0.61% | -10.66% | 7.85% | 13.06% | -23.34% | 34.89% | 7.39% | — |
| Average | 12.5% | 0.88% | -2.84% | -7.72% | 0.55% | -13.70% | 4.49% | 4.54% | -26.55% | 18.94% | -28.90% | $27.40B |
| Median | 12.5% | 1.55% | -2.23% | -10.07% | 0.90% | -17.91% | 7.40% | -8.15% | -24.72% | 7.17% | -43.00% | $13.25B |
| Std Dev | 0.0% | 2.30% | 6.36% | 10.09% | 2.15% | 26.47% | 23.78% | 40.15% | 23.28% | 38.13% | 52.21% | $29.77B |
| Min | 12.5% | -3.93% | -12.04% | -20.80% | -3.15% | -45.77% | -36.00% | -44.31% | -67.09% | -51.08% | -94.33% | $1.37B |
| Max | 12.5% | 3.83% | 8.61% | 9.55% | 3.28% | 28.58% | 46.74% | 86.99% | 8.58% | 80.51% | 83.69% | $82.42B |
| % Positive Tickers | 75.00% | 25.00% | 25.00% | 62.50% | 25.00% | 62.50% | 37.50% | 12.50% | 87.50% | 25.00% |