+23.5%
LIN vs CAVA
+17.0%
+6.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | -0.7% |
| 7D | +0.2% | -4.4% | +4.7% | +0.3% |
| 30D | +6.2% | +8.2% | -2.1% | +6.1% |
| 3M | +9.3% | -17.4% | +26.8% | +9.7% |
| 6M | +4.4% | -25.7% | +30.1% | +5.0% |
| YTD | +23.7% | -2.3% | +26.0% | +22.0% |
| All | +23.5% | +17.0% | +6.5% | +19.1% |
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