-17.7%
LVS vs CAVA
-7.9%
-9.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.2% |
| 7D | -1.5% | -9.2% | +7.7% | -0.9% |
| 30D | -3.2% | -8.2% | +4.9% | -2.7% |
| 3M | -12.0% | -15.3% | +3.3% | -11.2% |
| 6M | -19.9% | -23.6% | +3.7% | -18.4% |
| YTD | -30.6% | +3.5% | -34.2% | -29.7% |
| 1Y | -17.7% | -7.9% | -9.9% | -19.1% |
| All | -17.7% | -7.9% | -9.8% | -19.1% |
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