feat: performance chart added

README.md

@@ -94,8 +94,11 @@ python -m quant_research_starter.cli compute-factors -d data_sample/sample_price
 # run a backtest
 python -m quant_research_starter.cli backtest -d data_sample/sample_prices.csv -s output/factors.csv -o output/backtest_results.json
 
-# optional: start the Streamlit dashboard
+# DISCLAIMER: OLD VERSION
+# optional: start the Streamlit dashboard, if on main stream
 streamlit run src/quant_research_starter/dashboard/streamlit_app.py
+# NEW VERSION: if streamlit is in legacy folder
+streamlit run legacy/streamlit/streamlit_app.py
 ```
 
 ---

src/quant_research_starter/frontend/cauweb/package.json

@@ -0,0 +1,32 @@
+{
+  "name": "@qrs/cauweb",
+  "version": "1.0.0",
+  "type": "module",
+  "scripts": {
+    "dev": "vite",
+    "build": "vite build",
+    "preview": "vite preview",
+    "lint": "eslint src --ext .ts,.tsx"
+  },
+  "dependencies": {
+    "@tailwindcss/vite": "^4.1.17",
+    "chart.js": "^4.5.1",
+    "lucide-react": "^0.263.1",
+    "react": "^18.2.0",
+    "react-chartjs-2": "^5.3.1",
+    "react-dom": "^18.2.0",
+    "react-router-dom": "^6.8.0"
+  },
+  "devDependencies": {
+    "@tailwindcss/cli": "^4.1.17",
+    "@tailwindcss/postcss": "^4.1.17",
+    "@types/react": "^18.3.26",
+    "@types/react-dom": "^18.3.7",
+    "@vitejs/plugin-react": "^4.1.0",
+    "autoprefixer": "^10.4.21",
+    "postcss": "^8.5.6",
+    "tailwindcss": "^4.1.17",
+    "typescript": "^5.9.3",
+    "vite": "^5.0.0"
+  }
+}

src/quant_research_starter/frontend/cauweb/src/components/PerformanceChart.tsx

@@ -0,0 +1,272 @@
+import React from 'react';
+
+interface ChartData {
+  date: string;
+  value: number;
+}
+
+interface PerformanceChartProps {
+  portfolioData: ChartData[];
+  benchmarkData: ChartData[];
+  height?: number;
+}
+
+export const PerformanceChart: React.FC<PerformanceChartProps> = ({
+  portfolioData,
+  benchmarkData,
+  height = 300
+}) => {
+  if (!portfolioData.length || !benchmarkData.length) {
+    return (
+      <div className="flex items-center justify-center h-64 bg-dark-50/50 border border-dark-300 rounded-xl">
+        <div className="text-center text-dark-500">
+          <div className="text-4xl mb-2">📊</div>
+          <p>No chart data available</p>
+        </div>
+      </div>
+    );
+  }
+
+  // Calculate chart dimensions and scales
+  const chartWidth = 800;
+  const chartHeight = height;
+  const padding = { top: 40, right: 40, bottom: 40, left: 60 };
+
+  // Find min and max values for scaling
+  const allValues = [...portfolioData.map(d => d.value), ...benchmarkData.map(d => d.value)];
+  const maxValue = Math.max(...allValues);
+  const minValue = Math.min(...allValues);
+  const valueRange = maxValue - minValue;
+
+  // Scale functions
+  const scaleX = (index: number) => 
+    padding.left + (index / (portfolioData.length - 1)) * (chartWidth - padding.left - padding.right);
+
+  const scaleY = (value: number) => 
+    chartHeight - padding.bottom - ((value - minValue) / valueRange) * (chartHeight - padding.top - padding.bottom);
+
+  // Generate SVG path data
+  const generatePath = (data: ChartData[]) => {
+    if (data.length === 0) return '';
+
+    let path = `M ${scaleX(0)} ${scaleY(data[0].value)}`;
+
+    for (let i = 1; i < data.length; i++) {
+      path += ` L ${scaleX(i)} ${scaleY(data[i].value)}`;
+    }
+
+    return path;
+  };
+
+  const portfolioPath = generatePath(portfolioData);
+  const benchmarkPath = generatePath(benchmarkData);
+
+  // Generate grid lines and labels
+  const gridLines = [];
+  const yLabels = [];
+  const numGridLines = 5;
+
+  for (let i = 0; i <= numGridLines; i++) {
+    const value = minValue + (i / numGridLines) * valueRange;
+    const y = scaleY(value);
+
+    gridLines.push(
+      <line
+        key={`grid-${i}`}
+        x1={padding.left}
+        y1={y}
+        x2={chartWidth - padding.right}
+        y2={y}
+        className="stroke-dark-400/30 stroke-1"
+      />
+    );
+
+    yLabels.push(
+      <text
+        key={`label-${i}`}
+        x={padding.left - 10}
+        y={y}
+        className="fill-dark-500 text-xs font-inter"
+        textAnchor="end"
+        dominantBaseline="middle"
+      >
+        ${Math.round(value).toLocaleString()}
+      </text>
+    );
+  }
+
+  // Generate x-axis labels (dates)
+  const xLabels = [];
+  const labelInterval = Math.max(1, Math.floor(portfolioData.length / 6));
+
+  for (let i = 0; i < portfolioData.length; i += labelInterval) {
+    const date = new Date(portfolioData[i].date);
+    const label = date.toLocaleDateString('en-US', { 
+      year: '2-digit', 
+      month: 'short' 
+    });
+
+    xLabels.push(
+      <text
+        key={`xlabel-${i}`}
+        x={scaleX(i)}
+        y={chartHeight - padding.bottom + 20}
+        className="fill-dark-500 text-[10px] font-inter"
+        textAnchor="middle"
+      >
+        {label}
+      </text>
+    );
+  }
+
+  // Calculate performance metrics
+  const portfolioStart = portfolioData[0].value;
+  const portfolioEnd = portfolioData[portfolioData.length - 1].value;
+  const portfolioReturn = ((portfolioEnd - portfolioStart) / portfolioStart) * 100;
+
+  const benchmarkStart = benchmarkData[0].value;
+  const benchmarkEnd = benchmarkData[benchmarkData.length - 1].value;
+  const benchmarkReturn = ((benchmarkEnd - benchmarkStart) / benchmarkStart) * 100;
+
+  return (
+    <div className="bg-gradient-to-br from-dark-50/95 to-dark-100/98 border border-dark-400/20 rounded-2xl p-6 backdrop-blur-xl transition-all duration-300 hover:border-blue-500/30 hover:shadow-2xl">
+      {/* Chart Header */}
+      <div className="flex flex-col lg:flex-row lg:justify-between lg:items-start gap-4 mb-6">
+        <div>
+          <h3 className="text-white text-xl font-semibold mb-1">Portfolio Performance vs Benchmark</h3>
+          <div className="text-dark-500 text-sm">
+            {portfolioData[0]?.date} to {portfolioData[portfolioData.length - 1]?.date}
+          </div>
+        </div>
+
+        <div className="flex flex-col sm:flex-row gap-4 sm:gap-6">
+          <div className="flex flex-col gap-1">
+            <span className="text-dark-500 text-xs uppercase tracking-wide">Portfolio Return:</span>
+            <span className={`text-lg font-semibold ${portfolioReturn >= 0 ? 'text-green-400' : 'text-red-400'}`}>
+              {portfolioReturn >= 0 ? '+' : ''}{portfolioReturn.toFixed(2)}%
+            </span>
+          </div>
+
+          <div className="flex flex-col gap-1">
+            <span className="text-dark-500 text-xs uppercase tracking-wide">Benchmark Return:</span>
+            <span className={`text-lg font-semibold ${benchmarkReturn >= 0 ? 'text-green-400' : 'text-red-400'}`}>
+              {benchmarkReturn >= 0 ? '+' : ''}{benchmarkReturn.toFixed(2)}%
+            </span>
+          </div>
+
+          <div className="flex flex-col gap-1">
+            <span className="text-dark-500 text-xs uppercase tracking-wide">Outperformance:</span>
+            <span className={`text-lg font-semibold ${portfolioReturn >= benchmarkReturn ? 'text-green-400' : 'text-red-400'}`}>
+              {(portfolioReturn - benchmarkReturn).toFixed(2)}%
+            </span>
+          </div>
+        </div>
+      </div>
+
+      {/* Chart Container */}
+      <div className="bg-white/5 border border-dark-400/10 rounded-xl p-4 my-4 transition-colors duration-300 hover:border-dark-400/20">
+        <svg 
+          width="100%" 
+          height={chartHeight} 
+          viewBox={`0 0 ${chartWidth} ${chartHeight}`}
+          className="block max-w-full h-auto"
+        >
+          {/* Background */}
+          <rect width="100%" height="100%" fill="transparent" />
+
+          {/* Grid lines */}
+          {gridLines}
+
+          {/* Y-axis labels */}
+          {yLabels}
+
+          {/* X-axis labels */}
+          {xLabels}
+
+          {/* Axis lines */}
+          <line
+            x1={padding.left}
+            y1={padding.top}
+            x2={padding.left}
+            y2={chartHeight - padding.bottom}
+            className="stroke-dark-400/50 stroke-2"
+          />
+          <line
+            x1={padding.left}
+            y1={chartHeight - padding.bottom}
+            x2={chartWidth - padding.right}
+            y2={chartHeight - padding.bottom}
+            className="stroke-dark-400/50 stroke-2"
+          />
+
+          {/* Portfolio line with glow effect */}
+          <defs>
+            <filter id="portfolioGlow" x="-20%" y="-20%" width="140%" height="140%">
+              <feGaussianBlur stdDeviation="4" result="coloredBlur"/>
+              <feMerge> 
+                <feMergeNode in="coloredBlur"/>
+                <feMergeNode in="SourceGraphic"/>
+              </feMerge>
+            </filter>
+          </defs>
+
+          <path
+            d={portfolioPath}
+            className="stroke-blue-500 fill-none stroke-[3]"
+            strokeLinecap="round"
+            strokeLinejoin="round"
+            filter="url(#portfolioGlow)"
+          />
+
+          {/* Benchmark line */}
+          <path
+            d={benchmarkPath}
+            className="stroke-green-500 fill-none stroke-2"
+            strokeLinecap="round"
+            strokeLinejoin="round"
+            strokeDasharray="5,5"
+          />
+
+          {/* Portfolio points */}
+          {portfolioData.map((point, index) => (
+            <circle
+              key={`portfolio-${index}`}
+              cx={scaleX(index)}
+              cy={scaleY(point.value)}
+              r="4"
+              className="fill-blue-500 stroke-white stroke-2 transition-all duration-200 hover:r-6 hover:fill-white hover:stroke-blue-500"
+            />
+          ))}
+
+          {/* Benchmark points */}
+          {benchmarkData.map((point, index) => (
+            <circle
+              key={`benchmark-${index}`}
+              cx={scaleX(index)}
+              cy={scaleY(point.value)}
+              r="3"
+              className="fill-green-500 stroke-white stroke-[1.5] transition-all duration-200 hover:r-5 hover:fill-white hover:stroke-green-500"
+            />
+          ))}
+        </svg>
+      </div>
+
+      {/* Chart Legend */}
+      <div className="flex flex-col sm:flex-row gap-4 justify-center items-center mt-4 pt-4 border-t border-dark-400/20">
+        <div className="flex items-center gap-3 bg-white/5 px-4 py-2 rounded-lg border border-dark-400/10">
+          <div className="w-4 h-1 bg-gradient-to-r from-blue-500 to-purple-600 rounded-full"></div>
+          <span className="text-dark-500 text-sm">
+            Strategy Portfolio (${portfolioEnd.toLocaleString()})
+          </span>
+        </div>
+
+        <div className="flex items-center gap-3 bg-white/5 px-4 py-2 rounded-lg border border-dark-400/10">
+          <div className="w-4 h-1 bg-gradient-to-r from-green-500 to-green-600 rounded-full"></div>
+          <span className="text-dark-500 text-sm">
+            Benchmark - SPY (${benchmarkEnd.toLocaleString()})
+          </span>
+        </div>
+      </div>
+    </div>
+  );
+};