+1,141.5%
RGTI vs CAVA
+33.0%
+1,108.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | -0.9% |
| 7D | +0.5% | -8.0% | +8.5% | +4.3% |
| 30D | -17.1% | -19.6% | +2.5% | -8.6% |
| 3M | -26.0% | -36.7% | +10.7% | -10.5% |
| 6M | -9.9% | -30.6% | +20.7% | +3.5% |
| YTD | -31.1% | -4.8% | -26.3% | -33.0% |
| 1Y | -8.5% | -13.1% | +4.6% | -8.1% |
| 3Y | +652.2% | +48.8% | +603.4% | +437.2% |
| All | +1,141.5% | +33.0% | +1,108.4% | +925.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling