+42.8%
LRCX vs CAVA
+19.2%
+23.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.8% | -6.8% | -4.6% |
| 7D | -12.8% | +14.2% | -27.0% | -15.4% |
| 30D | -36.0% | +14.6% | -50.5% | -38.0% |
| 3M | -30.2% | -2.3% | -27.9% | -30.6% |
| 6M | -14.2% | -30.5% | +16.3% | -8.1% |
| YTD | +29.7% | +5.6% | +24.1% | +26.9% |
| 1Y | +42.8% | +19.9% | +22.9% | +35.8% |
| All | +42.8% | +19.2% | +23.6% | +35.8% |
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