+38.8%
CAVA vs LDOS
+65.7%
-26.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.6% |
| 7D | -9.2% | -5.4% | -3.8% | -7.9% |
| 30D | -8.2% | +4.9% | -13.1% | -9.5% |
| 3M | -15.3% | +7.2% | -22.5% | -17.2% |
| 6M | -23.6% | -24.2% | +0.7% | -15.7% |
| YTD | +3.5% | -25.8% | +29.3% | +14.2% |
| 1Y | -7.9% | -24.7% | +16.8% | +0.8% |
| 3Y | +38.7% | +39.3% | -0.6% | +14.3% |
| All | +38.8% | +65.7% | -26.9% | +33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling