+129.4%
LITE vs CAVA
+26.5%
+102.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.4% | +5.3% | +9.8% |
| 7D | -12.9% | +0.5% | -13.4% | -12.9% |
| 30D | -46.0% | +16.2% | -62.2% | -47.4% |
| 3M | -33.0% | -0.1% | -32.9% | -33.3% |
| 6M | -34.0% | -21.5% | -12.6% | -31.9% |
| YTD | +61.7% | +6.2% | +55.5% | +57.3% |
| All | +129.4% | +26.5% | +102.9% | +117.8% |
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