+27.6%
CAVA vs RVTY
+8.8%
+18.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +2.5% |
| 7D | -8.0% | -4.5% | -3.5% | -6.4% |
| 30D | -19.6% | +5.5% | -25.0% | -21.0% |
| 3M | -36.7% | +22.5% | -59.2% | -41.0% |
| 6M | -30.6% | +38.9% | -69.5% | -38.6% |
| YTD | -4.8% | +28.7% | -33.5% | -13.8% |
| 1Y | -13.1% | +45.5% | -58.6% | -24.3% |
| 3Y | +48.8% | +16.4% | +32.4% | +29.8% |
| All | +27.6% | +8.8% | +18.9% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling