+23.3%
CAVA vs WPM
+248.5%
-225.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.7% | -0.8% | -3.6% |
| 7D | -12.4% | -3.6% | -8.8% | -11.7% |
| 30D | -11.2% | +12.5% | -23.7% | -13.5% |
| 3M | -33.8% | +40.6% | -74.4% | -38.7% |
| 6M | -32.5% | +0.5% | -33.1% | -33.2% |
| YTD | -8.0% | +29.0% | -37.0% | -14.8% |
| 1Y | -17.1% | +43.8% | -60.9% | -26.0% |
| 3Y | +37.8% | +266.3% | -228.5% | -21.1% |
| All | +23.3% | +248.5% | -225.1% | -26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling