-9.3%
LHX vs CAVA
+19.2%
-28.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.8% | -9.2% | -6.5% |
| 7D | -0.3% | +14.2% | -14.6% | -0.8% |
| 30D | +9.7% | +14.6% | -4.9% | +9.1% |
| 3M | -8.5% | -2.3% | -6.2% | -8.7% |
| 6M | -15.1% | -30.5% | +15.4% | -15.0% |
| YTD | -10.4% | +5.6% | -16.0% | -11.1% |
| 1Y | -9.3% | +19.9% | -29.2% | -10.2% |
| All | -9.3% | +19.2% | -28.5% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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