+38.8%
CAVA vs RY
+147.2%
-108.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.8% |
| 7D | -9.2% | +3.1% | -12.3% | -12.1% |
| 30D | -8.2% | -0.3% | -7.9% | -7.9% |
| 3M | -15.3% | +8.7% | -24.0% | -22.5% |
| 6M | -23.6% | +28.5% | -52.1% | -41.4% |
| YTD | +3.5% | +25.1% | -21.6% | -18.0% |
| 1Y | -7.9% | +46.3% | -54.2% | -37.2% |
| 3Y | +38.7% | +154.9% | -116.3% | -41.6% |
| All | +38.8% | +147.2% | -108.4% | -35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling