+5.2%
RIVN vs CAVA
+33.0%
-27.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.9% |
| 7D | +1.8% | -8.0% | +9.9% | +3.7% |
| 30D | +0.6% | -19.6% | +20.2% | +5.6% |
| 3M | +3.2% | -36.7% | +39.8% | +13.8% |
| 6M | -3.7% | -30.6% | +26.9% | +3.4% |
| YTD | -18.7% | -4.8% | -13.9% | -20.4% |
| 1Y | +14.7% | -13.1% | +27.9% | +14.3% |
| 3Y | -31.5% | +48.8% | -80.3% | -44.7% |
| All | +5.2% | +33.0% | -27.9% | -9.8% |
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 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