+85.7%
CAVA vs RBA
+63.1%
+22.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.1% |
| 7D | -1.6% | +1.7% | -3.3% | -2.2% |
| 30D | +12.9% | +8.3% | +4.5% | +9.0% |
| 3M | -19.3% | +10.5% | -29.9% | -23.0% |
| 6M | -19.5% | -5.9% | -13.6% | -19.5% |
| YTD | -0.8% | -6.9% | +6.1% | -0.6% |
| 1Y | +20.8% | -4.9% | +25.7% | +19.6% |
| 3Y | +85.7% | +64.5% | +21.2% | +28.5% |
| All | +85.7% | +63.1% | +22.6% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling