+116.1%
RTX vs CAVA
+28.6%
+87.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.7% | +0.5% |
| 7D | -2.0% | -12.4% | +10.5% | -1.3% |
| 30D | -11.2% | -11.2% | 0.0% | -10.8% |
| 3M | +12.0% | -33.8% | +45.8% | +14.3% |
| 6M | -3.6% | -32.5% | +28.9% | -1.9% |
| YTD | +9.2% | -8.0% | +17.2% | +8.5% |
| 1Y | +29.7% | -17.1% | +46.8% | +29.8% |
| 3Y | +152.0% | +37.8% | +114.1% | +144.2% |
| All | +116.1% | +28.6% | +87.6% | +112.3% |
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