+0.3%
WM vs CAVA
-14.2%
+14.6%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.0% | +5.4% | -0.7% |
| 7D | -1.2% | -8.5% | +7.4% | -1.3% |
| 30D | -4.5% | -8.2% | +3.7% | -4.5% |
| 3M | -2.2% | -25.9% | +23.7% | -2.4% |
| 6M | -11.5% | -30.9% | +19.5% | -11.8% |
| YTD | -0.7% | -3.7% | +3.0% | -1.0% |
| 1Y | +0.3% | -13.4% | +13.8% | -1.4% |
| All | +0.3% | -14.2% | +14.6% | -1.4% |
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 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