-7.9%
CAVA vs SIMO
+226.2%
-234.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.7% | -10.2% | -2.3% |
| 7D | -9.2% | +4.2% | -13.5% | -9.6% |
| 30D | -8.2% | +4.1% | -12.3% | -8.8% |
| 3M | -15.3% | -12.9% | -2.4% | -15.4% |
| 6M | -23.6% | +110.3% | -133.9% | -36.8% |
| YTD | +3.5% | +178.6% | -175.0% | -18.7% |
| 1Y | -7.9% | +220.0% | -227.9% | -28.4% |
| All | -7.9% | +226.2% | -234.1% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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