+854.9%
LITE vs CAVA
+40.8%
+814.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.4% | +7.1% | +6.0% |
| 7D | -35.9% | +0.7% | -36.6% | -36.2% |
| 30D | -51.5% | +13.6% | -65.1% | -53.5% |
| 3M | -35.7% | -4.9% | -30.8% | -35.6% |
| 6M | -43.0% | -33.9% | -9.0% | -37.6% |
| YTD | +46.1% | +0.8% | +45.3% | +38.7% |
| 1Y | +124.7% | +27.0% | +97.8% | +97.7% |
| 3Y | +1,172.1% | +73.1% | +1,099.0% | +1,163.2% |
| All | +854.9% | +40.8% | +814.1% | +856.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling