-8.8%
RIG vs CAVA
+33.0%
-41.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.5% | -5.2% | -2.2% |
| 7D | -3.1% | -8.0% | +5.0% | -1.9% |
| 30D | -0.5% | -19.6% | +19.0% | +2.5% |
| 3M | -6.0% | -36.7% | +30.7% | +0.1% |
| 6M | -10.1% | -30.6% | +20.4% | -6.6% |
| YTD | +37.3% | -4.8% | +42.1% | +33.2% |
| 1Y | +73.9% | -13.1% | +87.0% | +70.7% |
| 3Y | -30.2% | +48.8% | -78.9% | -35.5% |
| All | -8.8% | +33.0% | -41.9% | -11.7% |
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