+23.3%
CAVA vs RCAT
+797.8%
-774.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.4% |
| 7D | -12.4% | -5.4% | -7.1% | -12.1% |
| 30D | -11.2% | -24.2% | +13.0% | -9.6% |
| 3M | -33.8% | -25.8% | -8.0% | -32.8% |
| 6M | -32.5% | -44.9% | +12.4% | -30.9% |
| YTD | -8.0% | +1.9% | -9.9% | -10.8% |
| 1Y | -17.1% | -5.2% | -12.0% | -20.0% |
| 3Y | +37.8% | +759.6% | -721.7% | +29.9% |
| All | +23.3% | +797.8% | -774.4% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling