+19.9%
CAVA vs SFM
-35.8%
+55.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.9% | +2.6% |
| 7D | +14.2% | -12.3% | +26.5% | +14.2% |
| 30D | +14.6% | -16.2% | +30.8% | +15.2% |
| 3M | -2.3% | -36.8% | +34.5% | +1.8% |
| 6M | -30.5% | -32.6% | +2.1% | -28.1% |
| YTD | +5.6% | -31.7% | +37.3% | +11.6% |
| 1Y | +19.9% | -35.0% | +54.9% | +30.8% |
| All | +19.9% | -35.8% | +55.7% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 SFM 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