+33.0%
CAVA vs RCAT
+322.2%
-289.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +5.0% | +1.8% |
| 7D | -1.6% | -5.9% | +4.4% | -1.1% |
| 30D | +12.9% | -19.7% | +32.5% | +14.2% |
| 3M | -19.3% | -62.9% | +43.5% | -14.2% |
| 6M | -19.5% | -59.6% | +40.1% | -16.0% |
| YTD | -0.8% | -52.1% | +51.3% | +0.7% |
| 1Y | +20.8% | -50.9% | +71.7% | +22.0% |
| 3Y | +85.7% | +333.8% | -248.1% | +84.1% |
| All | +33.0% | +322.2% | -289.2% | +37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling