-13.1%
CAVA vs WAB
+49.7%
-62.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.1% |
| 7D | -8.0% | +0.1% | -8.2% | -8.0% |
| 30D | -19.6% | -4.1% | -15.5% | -18.3% |
| 3M | -36.7% | +8.2% | -44.9% | -39.3% |
| 6M | -30.6% | +15.4% | -46.0% | -36.6% |
| YTD | -4.8% | +33.1% | -37.9% | -23.3% |
| 1Y | -13.1% | +48.1% | -61.2% | -35.9% |
| All | -13.1% | +49.7% | -62.8% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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