-30.3%
LULU vs CAVA
+19.2%
-49.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.8% | +2.0% | +4.2% |
| 7D | +6.5% | +14.2% | -7.7% | +3.6% |
| 30D | +20.3% | +14.6% | +5.7% | +16.8% |
| 3M | -8.9% | -2.3% | -6.6% | -9.2% |
| 6M | -13.1% | -30.5% | +17.4% | -7.3% |
| YTD | -46.1% | +5.6% | -51.7% | -46.5% |
| 1Y | -30.3% | +19.9% | -50.1% | -32.8% |
| All | -30.3% | +19.2% | -49.4% | -32.8% |
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