+18.7%
HPQ vs CAVA
-7.9%
+26.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.3% |
| 7D | +6.9% | -9.2% | +16.2% | +7.3% |
| 30D | +14.4% | -8.2% | +22.6% | +14.7% |
| 3M | +25.6% | -15.3% | +40.9% | +26.2% |
| 6M | +75.0% | -23.6% | +98.6% | +75.9% |
| YTD | +50.7% | +3.5% | +47.2% | +42.7% |
| 1Y | +18.7% | -7.9% | +26.5% | +15.1% |
| All | +18.7% | -7.9% | +26.6% | +15.1% |
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