-7.9%
CAVA vs WWD
+41.9%
-49.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.5% | -1.8% |
| 7D | -9.2% | +1.3% | -10.5% | -9.6% |
| 30D | -8.2% | -7.2% | -1.0% | -6.1% |
| 3M | -15.3% | -3.8% | -11.5% | -15.1% |
| 6M | -23.6% | -9.9% | -13.7% | -22.4% |
| YTD | +3.5% | +14.8% | -11.3% | -3.9% |
| 1Y | -7.9% | +42.1% | -50.0% | -23.2% |
| All | -7.9% | +41.9% | -49.8% | -23.2% |
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