-17.1%
CAVA vs LII
-32.5%
+15.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.3% |
| 7D | -12.4% | -3.5% | -9.0% | -11.7% |
| 30D | -11.2% | -13.5% | +2.3% | -8.5% |
| 3M | -33.8% | -26.0% | -7.8% | -30.3% |
| 6M | -32.5% | -26.8% | -5.7% | -29.4% |
| YTD | -8.0% | -22.9% | +14.9% | -9.2% |
| 1Y | -17.1% | -32.6% | +15.5% | -17.2% |
| All | -17.1% | -32.5% | +15.4% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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