+37.4%
CAVA vs WING
-41.7%
+79.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | -3.7% | -6.0% | +2.4% | -1.4% |
| 3M | -18.3% | -23.5% | +5.2% | -9.3% |
| 6M | -23.5% | -52.0% | +28.5% | +2.6% |
| YTD | +2.5% | -53.8% | +56.3% | +38.1% |
| 1Y | -8.0% | -63.8% | +55.8% | +37.4% |
| 3Y | +53.5% | -30.8% | +84.3% | +58.3% |
| All | +37.4% | -41.7% | +79.0% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 all: compounded portfolio wealth divided by compounded WING 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…
all analysis · Full analysis span regression · 6 months rolling