+37.4%
CAVA vs RMD
+5.5%
+31.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | +0.3% |
| 7D | -1.5% | -4.5% | +2.9% | +0.3% |
| 30D | -3.7% | +4.6% | -8.3% | -5.3% |
| 3M | -18.3% | +14.8% | -33.1% | -23.4% |
| 6M | -23.5% | -12.1% | -11.4% | -19.7% |
| YTD | +2.5% | -7.5% | +9.9% | +5.6% |
| 1Y | -8.0% | -20.1% | +12.1% | +0.4% |
| 3Y | +53.5% | +53.9% | -0.4% | +22.8% |
| All | +37.4% | +5.5% | +31.8% | +24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling