+17.6%
CAVA vs LII
-28.0%
+45.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.9% |
| 7D | -4.4% | -0.2% | -4.2% | -4.4% |
| 30D | +8.2% | -0.6% | +8.8% | +7.9% |
| 3M | -17.4% | -17.0% | -0.5% | -14.7% |
| 6M | -25.7% | -31.1% | +5.4% | -21.4% |
| YTD | -2.3% | -27.7% | +25.4% | -8.1% |
| 1Y | +17.6% | -26.2% | +43.8% | +7.7% |
| All | +17.6% | -28.0% | +45.6% | +7.7% |
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