+95.2%
LNG vs CAVA
+33.0%
+62.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | 0.0% |
| 7D | -4.7% | -8.0% | +3.4% | -4.3% |
| 30D | +3.8% | -19.6% | +23.4% | +4.9% |
| 3M | +16.2% | -36.7% | +52.8% | +18.9% |
| 6M | +11.7% | -30.6% | +42.3% | +13.4% |
| YTD | +44.2% | -4.8% | +49.0% | +42.3% |
| 1Y | +18.6% | -13.1% | +31.7% | +17.7% |
| 3Y | +77.4% | +48.8% | +28.6% | +80.0% |
| All | +95.2% | +33.0% | +62.2% | +99.7% |
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 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