+17.9%
LMT vs CAVA
-7.9%
+25.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.5% |
| 7D | -6.3% | -9.2% | +3.0% | -6.4% |
| 30D | -8.5% | -8.2% | -0.3% | -8.6% |
| 3M | +1.8% | -15.3% | +17.1% | +1.9% |
| 6M | -19.9% | -23.6% | +3.7% | -20.0% |
| YTD | +10.6% | +3.5% | +7.0% | +12.2% |
| 1Y | +17.9% | -7.9% | +25.8% | +21.7% |
| All | +17.9% | -7.9% | +25.9% | +21.7% |
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