+155.0%
HPE vs CAVA
-14.0%
+169.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +3.5% | +9.0% | +12.1% |
| 7D | +19.4% | -8.0% | +27.4% | +20.1% |
| 30D | +5.6% | -19.6% | +25.2% | +7.3% |
| 3M | +33.1% | -36.7% | +69.7% | +36.0% |
| 6M | +192.5% | -30.6% | +223.0% | +196.5% |
| YTD | +160.9% | -4.8% | +165.7% | +147.7% |
| 1Y | +155.0% | -13.1% | +168.1% | +147.7% |
| All | +155.0% | -14.0% | +169.0% | +147.7% |
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