-13.1%
CAVA vs WTW
-3.2%
-10.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | -8.0% | -5.7% | -2.3% | -6.9% |
| 30D | -19.6% | -7.3% | -12.3% | -18.3% |
| 3M | -36.7% | +21.5% | -58.1% | -39.2% |
| 6M | -30.6% | +9.6% | -40.2% | -32.3% |
| YTD | -4.8% | -3.3% | -1.5% | -5.9% |
| 1Y | -13.1% | -6.1% | -7.0% | -13.6% |
| All | -13.1% | -3.2% | -10.0% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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