+32.3%
LIN vs CAVA
+44.7%
-12.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.9% |
| 7D | -2.1% | -9.2% | +7.1% | -1.5% |
| 30D | -2.4% | -8.2% | +5.8% | -2.0% |
| 3M | -5.6% | -15.3% | +9.7% | -4.8% |
| 6M | -3.4% | -23.6% | +20.2% | -2.2% |
| YTD | +13.1% | +3.5% | +9.6% | +11.4% |
| 1Y | +2.5% | -7.9% | +10.4% | +1.5% |
| 3Y | +27.6% | +38.7% | -11.1% | +19.0% |
| All | +32.3% | +44.7% | -12.4% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling