-7.9%
CAVA vs SPMO
+29.9%
-37.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.0% | -2.2% |
| 7D | -9.2% | +2.0% | -11.2% | -10.1% |
| 30D | -8.2% | -0.4% | -7.8% | -8.0% |
| 3M | -15.3% | -1.9% | -13.4% | -15.6% |
| 6M | -23.6% | +25.0% | -48.6% | -41.4% |
| YTD | +3.5% | +26.0% | -22.5% | -21.5% |
| 1Y | -7.9% | +28.7% | -36.6% | -28.2% |
| All | -7.9% | +29.9% | -37.8% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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