+48.8%
CAVA vs TPG
+81.8%
-33.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +2.6% |
| 7D | -8.0% | -9.4% | +1.4% | -3.1% |
| 30D | -19.6% | -5.3% | -14.3% | -17.3% |
| 3M | -36.7% | +12.9% | -49.6% | -41.3% |
| 6M | -30.6% | +20.1% | -50.7% | -38.3% |
| YTD | -4.8% | -22.5% | +17.7% | +7.8% |
| 1Y | -13.1% | -19.7% | +6.6% | -4.5% |
| 3Y | +48.8% | +81.2% | -32.4% | +4.9% |
| All | +48.8% | +81.8% | -33.0% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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