+1,444.7%
WDC vs CAVA
+43.2%
+1,401.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.2% | +2.4% |
| 7D | +6.0% | -1.5% | +7.5% | +6.3% |
| 30D | +9.9% | -3.7% | +13.6% | +10.4% |
| 3M | -9.4% | -18.3% | +8.9% | -6.2% |
| 6M | +94.7% | -23.5% | +118.2% | +104.0% |
| YTD | +177.4% | +2.5% | +174.9% | +172.4% |
| 1Y | +412.6% | -8.0% | +420.5% | +411.3% |
| 3Y | +1,359.8% | +53.5% | +1,306.3% | +1,322.7% |
| All | +1,444.7% | +43.2% | +1,401.5% | +1,407.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling