+27.6%
CAVA vs RMD
+4.2%
+23.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | -8.0% | -4.4% | -3.6% | -6.4% |
| 30D | -19.6% | -3.1% | -16.4% | -18.5% |
| 3M | -36.7% | +13.8% | -50.5% | -40.4% |
| 6M | -30.6% | -8.6% | -22.0% | -28.3% |
| YTD | -4.8% | -8.6% | +3.9% | -1.4% |
| 1Y | -13.1% | -19.7% | +6.6% | -5.4% |
| 3Y | +48.8% | +48.4% | +0.4% | +20.6% |
| All | +27.6% | +4.2% | +23.4% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling