+72.5%
SMR vs CAVA
+37.2%
+35.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.4% | -1.1% | -3.7% |
| 7D | +4.7% | -12.4% | +17.2% | +10.7% |
| 30D | +3.2% | -11.2% | +14.4% | +7.4% |
| 3M | +9.9% | -33.8% | +43.7% | +28.7% |
| 6M | -15.1% | -32.5% | +17.4% | -2.2% |
| YTD | -27.9% | -8.0% | -20.0% | -29.3% |
| 1Y | -70.2% | -17.1% | -53.1% | -69.7% |
| All | +72.5% | +37.2% | +35.3% | +58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling