+1,635.0%
LITE vs CAVA
+43.2%
+1,591.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.0% | +12.1% | +11.3% |
| 7D | +12.6% | -1.5% | +14.2% | +13.0% |
| 30D | +9.9% | -3.7% | +13.6% | +10.8% |
| 3M | +9.3% | -18.3% | +27.6% | +14.0% |
| 6M | +75.2% | -23.5% | +98.7% | +85.3% |
| YTD | +165.5% | +2.5% | +163.0% | +153.1% |
| 1Y | +555.0% | -8.0% | +562.9% | +540.1% |
| 3Y | +1,870.5% | +53.5% | +1,817.0% | +1,883.5% |
| All | +1,635.0% | +43.2% | +1,591.8% | +1,646.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling