+15.0%
QCOM vs CAVA
-14.0%
+29.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.5% | -0.6% | +2.5% |
| 7D | +7.8% | -8.0% | +15.9% | +8.7% |
| 30D | +12.2% | -19.6% | +31.8% | +14.7% |
| 3M | -9.9% | -36.7% | +26.8% | -5.2% |
| 6M | +36.9% | -30.6% | +67.5% | +42.7% |
| YTD | +8.0% | -4.8% | +12.8% | +5.6% |
| 1Y | +15.0% | -13.1% | +28.1% | +17.2% |
| All | +15.0% | -14.0% | +29.1% | +17.2% |
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