+23.3%
CAVA vs WEC
+30.2%
-6.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.7% | -4.4% |
| 7D | -12.4% | -1.3% | -11.2% | -12.4% |
| 30D | -11.2% | -0.4% | -10.8% | -11.2% |
| 3M | -33.8% | -6.8% | -27.0% | -33.7% |
| 6M | -32.5% | -6.4% | -26.1% | -32.4% |
| YTD | -8.0% | +2.5% | -10.5% | -7.8% |
| 1Y | -17.1% | -0.4% | -16.7% | -16.9% |
| 3Y | +37.8% | +38.5% | -0.7% | +40.1% |
| All | +23.3% | +30.2% | -6.9% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 5y: compounded portfolio wealth divided by compounded WEC 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…
5y analysis · Full analysis span regression · 6 months rolling