+19.9%
CAVA vs LH
+44.2%
-24.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.9% | -1.1% | +1.1% |
| 7D | +14.2% | +2.1% | +12.2% | +13.3% |
| 30D | +14.6% | +19.2% | -4.6% | +6.8% |
| 3M | -2.3% | +18.0% | -20.3% | -8.4% |
| 6M | -30.5% | +46.1% | -76.6% | -41.0% |
| YTD | +5.6% | +47.7% | -42.1% | -15.2% |
| 1Y | +19.9% | +47.2% | -27.3% | -5.4% |
| All | +19.9% | +44.2% | -24.3% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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