-74.1%
LULU vs CAVA
+33.0%
-107.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.5% | -1.3% | +1.6% |
| 7D | -1.6% | -8.0% | +6.4% | -0.3% |
| 30D | -18.1% | -19.6% | +1.4% | -15.3% |
| 3M | -18.8% | -36.7% | +17.9% | -13.0% |
| 6M | -39.2% | -30.6% | -8.6% | -35.9% |
| YTD | -52.4% | -4.8% | -47.6% | -52.4% |
| 1Y | -40.3% | -13.1% | -27.2% | -39.9% |
| 3Y | -75.1% | +48.8% | -123.9% | -76.5% |
| All | -74.1% | +33.0% | -107.2% | -75.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling