+23.3%
CAVA vs TRGP
+341.5%
-318.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | -12.4% | -0.6% | -11.9% | -12.3% |
| 30D | -11.2% | +10.0% | -21.2% | -14.5% |
| 3M | -33.8% | +7.6% | -41.4% | -36.2% |
| 6M | -32.5% | +26.8% | -59.3% | -40.1% |
| YTD | -8.0% | +60.6% | -68.5% | -27.6% |
| 1Y | -17.1% | +82.5% | -99.6% | -39.9% |
| 3Y | +37.8% | +265.0% | -227.2% | -14.3% |
| All | +23.3% | +341.5% | -318.1% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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