+29.6%
LUV vs CAVA
-7.9%
+37.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +2.5% |
| 7D | +0.4% | -9.2% | +9.6% | +1.9% |
| 30D | -18.4% | -8.2% | -10.2% | -17.5% |
| 3M | -3.2% | -15.3% | +12.1% | -1.4% |
| 6M | -14.8% | -23.6% | +8.7% | -11.3% |
| YTD | -2.9% | +3.5% | -6.4% | -3.5% |
| 1Y | +29.6% | -7.9% | +37.5% | +25.4% |
| All | +29.6% | -7.9% | +37.5% | +25.4% |
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 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