+27.6%
CAVA vs RRX
+13.8%
+13.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.2% | +2.4% |
| 7D | -8.0% | -0.3% | -7.7% | -7.9% |
| 30D | -19.6% | -6.1% | -13.4% | -18.0% |
| 3M | -36.7% | -23.1% | -13.6% | -32.8% |
| 6M | -30.6% | -19.5% | -11.1% | -28.5% |
| YTD | -4.8% | +16.1% | -20.9% | -15.6% |
| 1Y | -13.1% | +12.9% | -26.1% | -22.6% |
| 3Y | +48.8% | +7.9% | +40.8% | +44.6% |
| All | +27.6% | +13.8% | +13.8% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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