+38.8%
CAVA vs LBRT
+58.0%
-19.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -1.7% |
| 7D | -9.2% | +8.7% | -18.0% | -10.3% |
| 30D | -8.2% | +6.6% | -14.8% | -9.2% |
| 3M | -15.3% | -34.5% | +19.2% | -10.6% |
| 6M | -23.6% | -24.5% | +0.9% | -22.0% |
| YTD | +3.5% | +12.7% | -9.2% | -3.3% |
| 1Y | -7.9% | +94.8% | -102.7% | -26.1% |
| 3Y | +38.7% | +31.9% | +6.8% | +18.2% |
| All | +38.8% | +58.0% | -19.2% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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