-7.9%
CAVA vs LPLA
+0.7%
-8.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -9.2% | -3.1% | -6.2% | -8.5% |
| 30D | -8.2% | -0.1% | -8.1% | -8.1% |
| 3M | -15.3% | +23.2% | -38.5% | -19.9% |
| 6M | -23.6% | +15.5% | -39.1% | -26.2% |
| YTD | +3.5% | +0.9% | +2.6% | +5.4% |
| 1Y | -7.9% | +0.2% | -8.0% | -8.0% |
| All | -7.9% | +0.7% | -8.6% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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