+43.8%
CAVA vs SIMO
+443.5%
-399.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.5% | 0.0% | -3.7% |
| 7D | -12.4% | +12.5% | -25.0% | -14.3% |
| 30D | -11.2% | +18.4% | -29.6% | -13.9% |
| 3M | -33.8% | +5.6% | -39.4% | -36.1% |
| 6M | -32.5% | +116.9% | -149.4% | -48.8% |
| YTD | -8.0% | +188.4% | -196.4% | -36.8% |
| 1Y | -17.1% | +221.3% | -238.4% | -45.7% |
| All | +43.8% | +443.5% | -399.7% | -33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling