+51.3%
WM vs CAVA
+40.8%
+10.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.6% | -2.0% |
| 7D | +1.2% | +0.7% | +0.5% | +1.2% |
| 30D | +13.1% | +13.6% | -0.5% | +12.7% |
| 3M | +3.6% | -4.9% | +8.6% | +3.6% |
| 6M | +8.1% | -33.9% | +42.0% | +9.1% |
| YTD | +8.9% | +0.8% | +8.1% | +8.0% |
| 1Y | +20.3% | +27.0% | -6.6% | +18.2% |
| 3Y | +46.2% | +73.1% | -26.9% | +42.2% |
| All | +51.3% | +40.8% | +10.5% | +47.6% |
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