-13.1%
CAVA vs WSM
+12.7%
-25.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +2.9% |
| 7D | -8.0% | -0.5% | -7.5% | -7.7% |
| 30D | -19.6% | -7.7% | -11.8% | -16.2% |
| 3M | -36.7% | +3.8% | -40.4% | -38.5% |
| 6M | -30.6% | +22.7% | -53.3% | -39.1% |
| YTD | -4.8% | +28.0% | -32.8% | -19.7% |
| 1Y | -13.1% | +12.7% | -25.8% | -21.9% |
| All | -13.1% | +12.7% | -25.8% | -21.9% |
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