
CRCT+18.08%12.5%

CVNA-12.22%12.5%

DASH-30.40%12.5%

DKNG-43.55%12.5%

FTDR+21.86%12.5%

PTON-33.06%12.5%

RBLX-63.99%12.5%

TOST-17.17%12.5%
As of Oct 9, 2026, 4:27 AM ET
Infra Built in ZIRP '25: Digital Consumer Service Constituents
Carvana Co.CVNA | 12.5% | 0.72% | 4.53% | -13.89% | 0.27% | -25.11% | -5.42% | 39.65% | -12.22% | 65.45% | 11.89% | $69.32B |
Cricut, Inc.CRCT | 12.5% | 0.63% | 1.11% | 17.86% | -1.77% | 29.29% | 48.84% | 20.08% | 18.08% | 1.24% | -70.35% | $1.34B |
DoorDash, Inc.DASH | 12.5% | 0.25% | 7.47% | -2.81% | 5.23% | -15.35% | 8.64% | 1.30% | -30.40% | 33.78% | -6.22% | $83.53B |
DraftKings Inc.DKNG | 12.5% | 3.76% | -6.10% | -16.02% | 2.69% | -42.34% | -16.65% | -42.29% | -43.55% | -47.01% | -58.53% | $9.86B |
Frontdoor, Inc.FTDR | 12.5% | 2.29% | 9.15% | -1.03% | 5.49% | 37.96% | 16.07% | 100.63% | 21.86% | 66.30% | 87.71% | $5.59B |
Peloton Interactive, Inc.PTON | 12.5% | 1.44% | 2.50% | -2.77% | -1.01% | -20.13% | 22.39% | -22.03% | -33.06% | 7.42% | -94.29% | $2.05B |
Roblox CorporationRBLX | 12.5% | -1.90% | 8.77% | 2.27% | 5.88% | -43.81% | -33.69% | -26.10% | -63.99% | 12.37% | -35.38% | $32.52B |
Toast, Inc.TOST | 12.5% | -0.07% | 0.49% | -5.92% | 4.45% | -14.02% | 11.79% | -14.43% | -17.17% | 6.01% | -41.08% | $17.71B |
| Theme return | — | 0.89% | 3.49% | -3.68% | 2.71% | -8.79% | 10.10% | 15.43% | -17.56% | 36.64% | 8.91% | — |
| Average | 12.5% | 0.89% | 3.49% | -2.79% | 2.65% | -11.69% | 6.50% | 7.10% | -20.06% | 18.20% | -25.78% | $27.74B |
| Median | 12.5% | 0.68% | 3.52% | -2.79% | 3.57% | -17.74% | 10.22% | -6.56% | -23.78% | 9.90% | -38.23% | $13.78B |
| Std Dev | 0.0% | 1.57% | 4.80% | 9.77% | 2.89% | 28.25% | 23.62% | 43.10% | 27.48% | 34.69% | 53.34% | $29.86B |
| Min | 12.5% | -1.90% | -6.10% | -16.02% | -1.77% | -43.81% | -33.69% | -42.29% | -63.99% | -47.01% | -94.29% | $1.34B |
| Max | 12.5% | 3.76% | 9.15% | 17.86% | 5.88% | 37.96% | 48.84% | 100.63% | 21.86% | 66.30% | 87.71% | $83.53B |
| % Positive Tickers | 75.00% | 87.50% | 25.00% | 75.00% | 25.00% | 62.50% | 50.00% | 25.00% | 87.50% | 25.00% |