+25.9%
LMT vs CAVA
+19.2%
+6.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.8% | -9.6% | -6.9% |
| 7D | -5.5% | +14.2% | -19.8% | -5.4% |
| 30D | +17.5% | +14.6% | +2.9% | +17.6% |
| 3M | +1.6% | -2.3% | +3.9% | +1.6% |
| 6M | +16.3% | -30.5% | +46.8% | +15.5% |
| YTD | +25.3% | +5.6% | +19.6% | +27.8% |
| 1Y | +25.9% | +19.9% | +6.0% | +30.1% |
| All | +25.9% | +19.2% | +6.7% | +30.1% |
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