-37.6%
SMCI vs CAVA
+19.2%
-56.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.8% | -8.5% | -6.3% |
| 7D | -17.3% | +14.2% | -31.6% | -20.3% |
| 30D | -31.5% | +14.6% | -46.0% | -34.3% |
| 3M | -6.6% | -2.3% | -4.3% | -6.7% |
| 6M | +6.0% | -30.5% | +36.5% | +14.1% |
| YTD | +1.1% | +5.6% | -4.5% | -9.0% |
| 1Y | -37.6% | +19.9% | -57.4% | -46.3% |
| All | -37.6% | +19.2% | -56.7% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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