+37.0%
HPQ vs CAVA
+41.9%
-4.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.5% | +4.9% | +8.0% |
| 7D | +9.8% | -8.0% | +17.8% | +10.7% |
| 30D | +22.4% | -19.6% | +41.9% | +25.1% |
| 3M | +45.2% | -36.7% | +81.8% | +52.1% |
| 6M | +96.4% | -30.6% | +127.0% | +102.2% |
| YTD | +65.4% | -4.8% | +70.2% | +61.1% |
| 1Y | +31.6% | -13.1% | +44.7% | +29.2% |
| 3Y | +37.0% | +48.8% | -11.7% | +31.7% |
| All | +37.0% | +41.9% | -4.9% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling