+48.8%
CAVA vs RSG
+57.7%
-8.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.2% |
| 7D | -8.0% | 0.0% | -8.0% | -8.0% |
| 30D | -19.6% | +4.0% | -23.5% | -20.7% |
| 3M | -36.7% | +7.4% | -44.1% | -38.5% |
| 6M | -30.6% | +0.1% | -30.7% | -30.5% |
| YTD | -4.8% | +6.0% | -10.8% | -7.7% |
| 1Y | -13.1% | -3.0% | -10.1% | -11.8% |
| 3Y | +48.8% | +56.5% | -7.7% | +9.5% |
| All | +48.8% | +57.7% | -8.9% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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