+29.1%
CAVA vs WU
-20.6%
+49.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.9% | -5.2% | -5.7% |
| 7D | -8.5% | -4.9% | -3.6% | -6.8% |
| 30D | -8.2% | -1.3% | -7.0% | -7.6% |
| 3M | -25.9% | -3.6% | -22.3% | -26.0% |
| 6M | -30.9% | -24.3% | -6.6% | -23.5% |
| YTD | -3.7% | -21.1% | +17.4% | +5.1% |
| 1Y | -13.4% | -10.3% | -3.1% | -10.7% |
| 3Y | +44.2% | -28.4% | +72.6% | +56.9% |
| All | +29.1% | -20.6% | +49.7% | +33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling