-13.1%
CAVA vs RY
+44.3%
-57.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -8.0% | -2.2% | -5.8% | -5.3% |
| 30D | -19.6% | -3.6% | -16.0% | -15.8% |
| 3M | -36.7% | +3.9% | -40.6% | -40.5% |
| 6M | -30.6% | +26.4% | -57.0% | -51.8% |
| YTD | -4.8% | +22.3% | -27.1% | -30.1% |
| 1Y | -13.1% | +43.7% | -56.8% | -50.2% |
| All | -13.1% | +44.3% | -57.4% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling