+27.6%
CAVA vs RCAT
+784.4%
-756.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.6% |
| 7D | -8.0% | -4.9% | -3.1% | -7.7% |
| 30D | -19.6% | -22.9% | +3.3% | -18.2% |
| 3M | -36.7% | -33.7% | -3.0% | -35.3% |
| 6M | -30.6% | -50.7% | +20.2% | -28.4% |
| YTD | -4.8% | +0.4% | -5.2% | -7.6% |
| 1Y | -13.1% | -27.6% | +14.5% | -14.6% |
| 3Y | +48.8% | +753.2% | -704.4% | +40.5% |
| All | +27.6% | +784.4% | -756.8% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling