+50.6%
LYB vs CAVA
+19.2%
+31.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.8% | -7.5% | -4.7% |
| 7D | -6.2% | +14.2% | -20.5% | -5.9% |
| 30D | +6.3% | +14.6% | -8.3% | +6.7% |
| 3M | +4.1% | -2.3% | +6.4% | +4.4% |
| 6M | -15.5% | -30.5% | +15.0% | -14.7% |
| YTD | +50.2% | +5.6% | +44.6% | +40.7% |
| 1Y | +50.6% | +19.9% | +30.7% | +35.4% |
| All | +50.6% | +19.2% | +31.4% | +35.4% |
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