+19.9%
CAVA vs WWD
+27.2%
-7.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +3.4% |
| 7D | +14.2% | +7.3% | +6.9% | +11.6% |
| 30D | +14.6% | -2.0% | +16.5% | +14.9% |
| 3M | -2.3% | -12.6% | +10.3% | +1.3% |
| 6M | -30.5% | -8.4% | -22.1% | -29.6% |
| YTD | +5.6% | +8.2% | -2.6% | +1.0% |
| 1Y | +19.9% | +26.5% | -6.6% | +8.3% |
| All | +19.9% | +27.2% | -7.3% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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