-13.1%
CAVA vs SM
+48.5%
-61.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.5% |
| 7D | -8.0% | +4.6% | -12.6% | -7.7% |
| 30D | -19.6% | +18.2% | -37.8% | -18.5% |
| 3M | -36.7% | +22.5% | -59.2% | -35.2% |
| 6M | -30.6% | +50.6% | -81.1% | -30.9% |
| YTD | -4.8% | +108.1% | -112.9% | -10.4% |
| 1Y | -13.1% | +46.0% | -59.1% | -13.8% |
| All | -13.1% | +48.5% | -61.6% | -13.8% |
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