+248.7%
RCL vs CAVA
+38.6%
+210.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | -1.2% | -1.6% | +0.4% | -0.8% |
| 30D | +17.8% | +12.9% | +5.0% | +14.6% |
| 3M | +4.9% | -19.3% | +24.3% | +9.5% |
| 6M | +23.7% | -19.5% | +43.2% | +27.9% |
| YTD | +17.8% | -0.8% | +18.6% | +14.4% |
| 1Y | +28.9% | +20.8% | +8.1% | +19.1% |
| 3Y | +241.9% | +85.7% | +156.2% | +224.6% |
| All | +248.7% | +38.6% | +210.0% | +236.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling