+43.8%
CAVA vs RMD
+50.8%
-7.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.3% | -4.4% |
| 7D | -12.4% | -4.2% | -8.2% | -10.9% |
| 30D | -11.2% | -2.1% | -9.1% | -10.3% |
| 3M | -33.8% | +13.8% | -47.6% | -37.8% |
| 6M | -32.5% | -10.6% | -21.9% | -29.5% |
| YTD | -8.0% | -8.1% | +0.1% | -4.7% |
| 1Y | -17.1% | -18.0% | +0.8% | -10.2% |
| All | +43.8% | +50.8% | -7.0% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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