-32.5%
CAVA vs WPM
+0.4%
-32.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.7% | -0.8% | -3.9% |
| 7D | -12.4% | -3.6% | -8.8% | -12.0% |
| 30D | -11.2% | +12.5% | -23.7% | -12.5% |
| 3M | -33.8% | +40.6% | -74.4% | -36.1% |
| 6M | -32.5% | +0.5% | -33.1% | -32.0% |
| All | -32.5% | +0.4% | -32.9% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 6mo: compounded portfolio wealth divided by compounded WPM 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…
6mo analysis · Full analysis span regression · 6 months rolling