+27.6%
CAVA vs RGEN
+3.6%
+24.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | -8.0% | -1.4% | -6.6% | -7.6% |
| 30D | -19.6% | -0.3% | -19.2% | -19.4% |
| 3M | -36.7% | +23.9% | -60.6% | -40.4% |
| 6M | -30.6% | +38.5% | -69.1% | -36.9% |
| YTD | -4.8% | +0.8% | -5.6% | -6.4% |
| 1Y | -13.1% | +38.2% | -51.3% | -21.4% |
| 3Y | +48.8% | +1.3% | +47.5% | +42.2% |
| All | +27.6% | +3.6% | +24.0% | +23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling