+52.0%
RSP vs CAVA
+34.5%
+17.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.0% | +5.1% | -0.4% |
| 7D | -1.8% | -8.5% | +6.7% | -1.0% |
| 30D | -2.5% | -8.2% | +5.7% | -1.9% |
| 3M | +3.0% | -25.9% | +28.9% | +5.5% |
| 6M | +8.9% | -30.9% | +39.8% | +12.1% |
| YTD | +13.0% | -3.7% | +16.7% | +11.8% |
| 1Y | +16.2% | -13.4% | +29.7% | +15.8% |
| 3Y | +52.7% | +44.2% | +8.5% | +44.6% |
| All | +52.0% | +34.5% | +17.5% | +44.9% |
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