+27.6%
CAVA vs RVMD
+709.3%
-681.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | -8.0% | -3.0% | -5.1% | -7.6% |
| 30D | -19.6% | -0.7% | -18.8% | -19.6% |
| 3M | -36.7% | +36.5% | -73.2% | -40.0% |
| 6M | -30.6% | +104.6% | -135.2% | -39.7% |
| YTD | -4.8% | +155.8% | -160.6% | -21.7% |
| 1Y | -13.1% | +340.7% | -353.8% | -37.2% |
| 3Y | +48.8% | +519.9% | -471.2% | -6.3% |
| All | +27.6% | +709.3% | -681.6% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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