+25.6%
CAVA vs LUMN
-60.4%
+85.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +8.3% | -2.9% | +4.6% |
| 7D | +0.5% | -10.6% | +11.0% | +1.3% |
| 30D | +16.2% | -18.2% | +34.4% | +17.9% |
| 3M | -0.1% | -30.8% | +30.7% | +2.5% |
| 6M | -21.5% | -49.1% | +27.6% | -17.5% |
| YTD | +6.2% | -44.4% | +50.6% | +5.4% |
| All | +25.6% | -60.4% | +85.9% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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