-24.8%
RCL vs CAVA
-16.9%
-7.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.2% | +0.5% |
| 7D | -2.5% | -12.4% | +10.0% | -0.2% |
| 30D | -15.7% | -11.2% | -4.5% | -14.2% |
| 3M | -3.6% | -33.8% | +30.2% | +3.3% |
| 6M | -8.7% | -32.5% | +23.9% | -2.5% |
| YTD | -6.2% | -8.0% | +1.8% | -6.8% |
| All | -24.8% | -16.9% | -7.8% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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