+19.9%
CAVA vs WSM
+44.0%
-24.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.5% | -3.7% | -0.9% |
| 7D | +14.2% | +8.0% | +6.3% | +9.4% |
| 30D | +14.6% | +13.5% | +1.1% | +6.7% |
| 3M | -2.3% | +8.8% | -11.1% | -7.3% |
| 6M | -30.5% | +54.7% | -85.2% | -47.0% |
| YTD | +5.6% | +53.3% | -47.7% | -22.2% |
| 1Y | +19.9% | +41.1% | -21.2% | -2.6% |
| All | +19.9% | +44.0% | -24.1% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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