+113.2%
WDC vs CAVA
+19.2%
+94.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.8% | -9.5% | -7.3% |
| 7D | -18.3% | +14.2% | -32.6% | -20.9% |
| 30D | -26.7% | +14.6% | -41.2% | -29.2% |
| 3M | -40.9% | -2.3% | -38.6% | -41.1% |
| 6M | -26.8% | -30.5% | +3.8% | -20.6% |
| YTD | +88.2% | +5.6% | +82.6% | +88.3% |
| 1Y | +113.2% | +19.9% | +93.3% | +115.3% |
| All | +113.2% | +19.2% | +94.0% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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