-13.1%
CAVA vs WAT
+38.4%
-51.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +3.0% |
| 7D | -8.0% | -0.3% | -7.8% | -8.0% |
| 30D | -19.6% | -1.9% | -17.7% | -19.2% |
| 3M | -36.7% | +13.5% | -50.2% | -38.5% |
| 6M | -30.6% | +37.2% | -67.8% | -36.2% |
| YTD | -4.8% | +7.5% | -12.3% | -8.4% |
| 1Y | -13.1% | +35.0% | -48.1% | -27.6% |
| All | -13.1% | +38.4% | -51.5% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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