-7.9%
CAVA vs RGEN
+45.2%
-53.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.1% |
| 7D | -9.2% | -4.9% | -4.3% | -7.5% |
| 30D | -8.2% | +5.7% | -13.9% | -9.8% |
| 3M | -15.3% | +32.4% | -47.8% | -23.5% |
| 6M | -23.6% | +33.2% | -56.8% | -31.7% |
| YTD | +3.5% | +2.3% | +1.2% | +0.3% |
| 1Y | -7.9% | +39.0% | -46.9% | -21.9% |
| All | -7.9% | +45.2% | -53.1% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling