+27.6%
CAVA vs RPRX
+97.8%
-70.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.5% |
| 7D | -8.0% | -8.4% | +0.3% | -6.9% |
| 30D | -19.6% | -0.6% | -18.9% | -19.5% |
| 3M | -36.7% | +6.4% | -43.1% | -37.2% |
| 6M | -30.6% | +26.6% | -57.2% | -33.2% |
| YTD | -4.8% | +53.8% | -58.6% | -11.9% |
| 1Y | -13.1% | +62.8% | -75.9% | -21.0% |
| 3Y | +48.8% | +118.0% | -69.3% | +26.5% |
| All | +27.6% | +97.8% | -70.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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