+5.8%
RDW vs CAVA
+20.9%
-15.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.8% | -7.7% | -5.9% |
| 7D | -14.3% | +14.2% | -28.6% | -18.7% |
| 30D | -26.0% | +14.6% | -40.5% | -30.2% |
| 3M | -27.4% | -2.3% | -25.1% | -28.2% |
| 6M | -10.6% | -30.5% | +19.9% | +3.2% |
| YTD | +1.6% | +5.6% | -4.0% | -9.7% |
| All | +5.8% | +20.9% | -15.2% | -16.6% |
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 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