+29.1%
CAVA vs WWD
+204.0%
-174.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.6% | -5.8% |
| 7D | -8.5% | +0.6% | -9.2% | -8.9% |
| 30D | -8.2% | -5.1% | -3.1% | -5.9% |
| 3M | -25.9% | -11.2% | -14.7% | -22.2% |
| 6M | -30.9% | -12.0% | -18.9% | -27.9% |
| YTD | -3.7% | +12.0% | -15.7% | -13.8% |
| 1Y | -13.4% | +42.8% | -56.2% | -34.6% |
| 3Y | +44.2% | +168.9% | -124.7% | -29.9% |
| All | +29.1% | +204.0% | -174.9% | -42.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling