+20.2%
HPQ vs CAVA
+28.6%
-8.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.4% | +5.5% | +1.5% |
| 7D | +3.5% | -12.4% | +15.9% | +4.7% |
| 30D | +13.7% | -11.2% | +24.9% | +14.6% |
| 3M | +33.9% | -33.8% | +67.6% | +38.6% |
| 6M | +80.9% | -32.5% | +113.4% | +86.1% |
| YTD | +52.6% | -8.0% | +60.6% | +49.8% |
| 1Y | +21.2% | -17.1% | +38.4% | +20.0% |
| 3Y | +26.9% | +37.8% | -10.9% | +26.3% |
| All | +20.2% | +28.6% | -8.4% | +20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling