+27.6%
CAVA vs WU
-20.7%
+48.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.3% |
| 7D | -8.0% | -3.5% | -4.5% | -6.8% |
| 30D | -19.6% | -2.9% | -16.6% | -18.6% |
| 3M | -36.7% | -2.3% | -34.4% | -37.1% |
| 6M | -30.6% | -25.4% | -5.2% | -22.6% |
| YTD | -4.8% | -21.2% | +16.4% | +4.0% |
| 1Y | -13.1% | -8.9% | -4.3% | -11.0% |
| 3Y | +48.8% | -29.0% | +77.7% | +62.7% |
| All | +27.6% | -20.7% | +48.3% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling