+1,328.4%
WDC vs CAVA
+37.2%
+1,291.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.4% | 0.0% | -3.3% |
| 7D | +4.4% | -12.4% | +16.9% | +7.7% |
| 30D | +5.3% | -11.2% | +16.5% | +7.8% |
| 3M | -5.9% | -33.8% | +27.9% | +3.1% |
| 6M | +73.2% | -32.5% | +105.8% | +88.0% |
| YTD | +167.8% | -8.0% | +175.8% | +168.5% |
| 1Y | +386.0% | -17.1% | +403.1% | +396.0% |
| All | +1,328.4% | +37.2% | +1,291.3% | +1,275.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling