+5.3%
WMT vs CAVA
-14.0%
+19.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.1% | +1.4% |
| 7D | 0.0% | -8.0% | +8.0% | 0.0% |
| 30D | -7.4% | -19.6% | +12.1% | -7.5% |
| 3M | -10.9% | -36.7% | +25.8% | -11.5% |
| 6M | -12.7% | -30.6% | +17.9% | -13.0% |
| YTD | -3.2% | -4.8% | +1.6% | -2.5% |
| 1Y | +5.3% | -13.1% | +18.4% | +7.4% |
| All | +5.3% | -14.0% | +19.3% | +7.4% |
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