+0.9%
QCOM vs CAVA
+18.8%
-17.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.2% | -2.8% |
| 7D | +4.3% | -1.6% | +5.8% | +4.4% |
| 30D | -0.1% | +12.9% | -13.0% | -1.0% |
| 3M | +5.2% | -19.3% | +24.6% | +7.1% |
| 6M | -18.4% | -19.5% | +1.1% | -16.9% |
| YTD | +2.4% | -0.8% | +3.2% | -0.3% |
| 1Y | +0.9% | +20.8% | -19.9% | -6.5% |
| All | +0.9% | +18.8% | -17.9% | -6.5% |
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