+43.8%
CAVA vs RGEN
+1.9%
+41.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.4% |
| 7D | -12.4% | -2.9% | -9.5% | -11.7% |
| 30D | -11.2% | -0.1% | -11.1% | -11.1% |
| 3M | -33.8% | +25.9% | -59.7% | -37.9% |
| 6M | -32.5% | +35.2% | -67.7% | -38.2% |
| YTD | -8.0% | +0.5% | -8.5% | -9.5% |
| 1Y | -17.1% | +37.0% | -54.1% | -24.6% |
| All | +43.8% | +1.9% | +41.9% | +38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling