+19.9%
CAVA vs WU
-18.0%
+37.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.4% | -2.7% | +0.6% |
| 7D | +14.2% | +8.2% | +6.0% | +10.8% |
| 30D | +14.6% | +8.0% | +6.5% | +11.2% |
| 3M | -2.3% | -6.6% | +4.3% | +0.1% |
| 6M | -30.5% | -23.3% | -7.3% | -21.1% |
| YTD | +5.6% | -22.4% | +28.0% | +19.7% |
| 1Y | +19.9% | -18.0% | +37.9% | +34.6% |
| All | +19.9% | -18.0% | +37.9% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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