+19.9%
CAVA vs LEN
-21.9%
+41.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +7.1% | -4.3% | +0.6% |
| 7D | +14.2% | +10.5% | +3.8% | +11.0% |
| 30D | +14.6% | +24.6% | -10.1% | +7.4% |
| 3M | -2.3% | +6.6% | -8.9% | -4.6% |
| 6M | -30.5% | +10.6% | -41.2% | -32.9% |
| YTD | +5.6% | -8.3% | +13.9% | -1.6% |
| 1Y | +19.9% | -22.5% | +42.4% | +21.6% |
| All | +19.9% | -21.9% | +41.8% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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