-7.9%
CAVA vs SM
+36.8%
-44.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.7% |
| 7D | -9.2% | -0.5% | -8.7% | -9.2% |
| 30D | -8.2% | +25.6% | -33.7% | -6.5% |
| 3M | -15.3% | +8.0% | -23.4% | -14.0% |
| 6M | -23.6% | +50.8% | -74.4% | -24.7% |
| YTD | +3.5% | +97.9% | -94.4% | -2.5% |
| 1Y | -7.9% | +33.8% | -41.7% | -9.2% |
| All | -7.9% | +36.8% | -44.6% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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