+85.7%
CAVA vs LDOS
+30.5%
+55.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.7% |
| 7D | -1.6% | -1.6% | +0.1% | -1.1% |
| 30D | +12.9% | +8.2% | +4.6% | +10.4% |
| 3M | -19.3% | -8.2% | -11.2% | -17.6% |
| 6M | -19.5% | +5.8% | -25.3% | -21.2% |
| YTD | -0.8% | -27.0% | +26.2% | +10.1% |
| 1Y | +20.8% | -31.0% | +51.8% | +37.5% |
| 3Y | +85.7% | +29.3% | +56.4% | +23.0% |
| All | +85.7% | +30.5% | +55.2% | +23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling