+1,347.2%
WDC vs CAVA
+33.0%
+1,314.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.5% | -3.7% |
| 7D | -4.3% | -8.0% | +3.7% | -2.6% |
| 30D | -1.5% | -19.6% | +18.1% | +2.9% |
| 3M | -15.5% | -36.7% | +21.2% | -7.5% |
| 6M | +66.5% | -30.6% | +97.0% | +77.9% |
| YTD | +159.9% | -4.8% | +164.6% | +159.1% |
| 1Y | +366.0% | -13.1% | +379.1% | +370.3% |
| 3Y | +1,285.8% | +48.8% | +1,237.0% | +1,269.0% |
| All | +1,347.2% | +33.0% | +1,314.2% | +1,333.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling