+24.5%
LUV vs CAVA
+33.0%
-8.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.1% | +0.8% |
| 7D | -1.0% | -8.0% | +7.1% | +0.4% |
| 30D | -12.4% | -19.6% | +7.2% | -9.3% |
| 3M | -11.0% | -36.7% | +25.7% | -4.5% |
| 6M | -5.0% | -30.6% | +25.6% | +0.2% |
| YTD | -3.8% | -4.8% | +1.0% | -4.6% |
| 1Y | +25.9% | -13.1% | +39.0% | +25.9% |
| 3Y | +42.2% | +48.8% | -6.5% | +32.6% |
| All | +24.5% | +33.0% | -8.5% | +18.0% |
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