-30.9%
CAVA vs SMTC
+102.5%
-133.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.8% | -6.8% | -6.0% |
| 7D | -8.5% | +22.5% | -31.0% | -8.3% |
| 30D | -8.2% | +24.9% | -33.1% | -7.9% |
| 3M | -25.9% | +4.1% | -30.0% | -25.3% |
| 6M | -30.9% | +92.6% | -123.5% | -37.1% |
| All | -30.9% | +102.5% | -133.4% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 6mo: compounded portfolio wealth divided by compounded SMTC 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…
6mo analysis · Full analysis span regression · 6 months rolling