+22.7%
CAVA vs LDOS
-31.4%
+54.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.7% |
| 7D | -3.5% | -1.3% | -2.2% | -3.4% |
| 30D | +13.8% | +10.1% | +3.7% | +12.8% |
| 3M | -1.7% | -4.7% | +3.0% | -1.6% |
| 6M | -25.2% | +5.6% | -30.8% | -24.1% |
| YTD | +1.9% | -25.1% | +27.0% | +9.0% |
| All | +22.7% | -31.4% | +54.1% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 1y: compounded portfolio wealth divided by compounded LDOS 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…
1y analysis · Full analysis span regression · 6 months rolling