+38.8%
CAVA vs RCAT
+830.0%
-791.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.0% | +0.5% | -1.3% |
| 7D | -9.2% | -1.4% | -7.8% | -9.1% |
| 30D | -8.2% | -3.3% | -4.8% | -8.1% |
| 3M | -15.3% | -43.2% | +27.9% | -12.6% |
| 6M | -23.6% | -43.2% | +19.6% | -22.0% |
| YTD | +3.5% | +5.5% | -2.0% | +0.1% |
| 1Y | -7.9% | -1.6% | -6.2% | -11.4% |
| 3Y | +38.7% | +773.7% | -735.0% | +30.2% |
| All | +38.8% | +830.0% | -791.2% | +36.4% |
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