+156.2%
WMB vs CAVA
+38.6%
+117.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.6% |
| 7D | +7.8% | -1.6% | +9.4% | +7.9% |
| 30D | -5.1% | +12.9% | -18.0% | -5.9% |
| 3M | -4.7% | -19.3% | +14.6% | -3.7% |
| 6M | -7.4% | -19.5% | +12.1% | -6.8% |
| YTD | +17.5% | -0.8% | +18.3% | +15.7% |
| 1Y | +19.5% | +20.8% | -1.3% | +15.6% |
| 3Y | +121.3% | +85.7% | +35.6% | +118.1% |
| All | +156.2% | +38.6% | +117.6% | +155.4% |
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 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