-7.9%
CAVA vs WCC
+61.8%
-69.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.9% | -5.3% | -2.1% |
| 7D | -9.2% | +4.5% | -13.7% | -9.9% |
| 30D | -8.2% | -5.8% | -2.4% | -7.3% |
| 3M | -15.3% | -3.7% | -11.7% | -15.1% |
| 6M | -23.6% | +23.1% | -46.6% | -28.1% |
| YTD | +3.5% | +44.2% | -40.6% | -3.6% |
| 1Y | -7.9% | +62.1% | -70.0% | -15.0% |
| All | -7.9% | +61.8% | -69.7% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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