-17.1%
CAVA vs RBA
-30.1%
+13.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.5% | -4.1% |
| 7D | -12.4% | -3.3% | -9.2% | -11.5% |
| 30D | -11.2% | -9.8% | -1.4% | -8.4% |
| 3M | -33.8% | -23.5% | -10.3% | -29.4% |
| 6M | -32.5% | -21.5% | -11.0% | -29.4% |
| YTD | -8.0% | -21.2% | +13.2% | -5.1% |
| 1Y | -17.1% | -30.2% | +13.1% | -16.2% |
| All | -17.1% | -30.1% | +13.0% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling