+393.3%
LRCX vs CAVA
+33.0%
+360.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.8% |
| 7D | -3.1% | -8.0% | +5.0% | -1.2% |
| 30D | -8.6% | -19.6% | +11.0% | -4.0% |
| 3M | -17.7% | -36.7% | +19.0% | -9.2% |
| 6M | +36.4% | -30.6% | +66.9% | +46.6% |
| YTD | +74.5% | -4.8% | +79.3% | +72.4% |
| 1Y | +159.4% | -13.1% | +172.6% | +160.3% |
| 3Y | +361.6% | +48.8% | +312.8% | +339.8% |
| All | +393.3% | +33.0% | +360.3% | +373.9% |
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