+19.9%
CAVA vs WST
+47.3%
-27.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.3% | +2.6% |
| 7D | +14.2% | +1.3% | +13.0% | +13.7% |
| 30D | +14.6% | +8.5% | +6.1% | +11.3% |
| 3M | -2.3% | +17.2% | -19.5% | -7.9% |
| 6M | -30.5% | +36.3% | -66.8% | -38.4% |
| YTD | +5.6% | +48.9% | -43.3% | -11.6% |
| 1Y | +19.9% | +42.9% | -23.0% | +5.2% |
| All | +19.9% | +47.3% | -27.4% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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