-13.1%
CAVA vs SPMO
+24.6%
-37.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.2% |
| 7D | -8.0% | -0.9% | -7.1% | -7.6% |
| 30D | -19.6% | -1.9% | -17.6% | -18.8% |
| 3M | -36.7% | -1.4% | -35.3% | -37.0% |
| 6M | -30.6% | +25.5% | -56.1% | -47.7% |
| YTD | -4.8% | +24.8% | -29.6% | -27.7% |
| 1Y | -13.1% | +24.5% | -37.6% | -32.0% |
| All | -13.1% | +24.6% | -37.8% | -32.0% |
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