+1,462.5%
LITE vs CAVA
+44.7%
+1,417.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.5% | +5.5% | +4.4% |
| 7D | -1.5% | -9.2% | +7.7% | +1.1% |
| 30D | +6.7% | -8.2% | +14.8% | +8.8% |
| 3M | -6.8% | -15.3% | +8.6% | -3.7% |
| 6M | +29.4% | -23.6% | +53.0% | +37.1% |
| YTD | +139.1% | +3.5% | +135.6% | +127.4% |
| 1Y | +521.0% | -7.9% | +528.9% | +507.2% |
| 3Y | +1,535.3% | +38.7% | +1,496.6% | +1,552.8% |
| All | +1,462.5% | +44.7% | +1,417.8% | +1,468.5% |
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