+41.8%
TGT vs CAVA
+41.9%
-0.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.5% |
| 7D | -5.2% | -8.0% | +2.8% | -4.0% |
| 30D | +1.2% | -19.6% | +20.8% | +4.5% |
| 3M | +18.4% | -36.7% | +55.1% | +26.3% |
| 6M | +33.4% | -30.6% | +64.0% | +39.9% |
| YTD | +63.8% | -4.8% | +68.6% | +62.1% |
| 1Y | +77.2% | -13.1% | +90.3% | +76.6% |
| 3Y | +41.8% | +48.8% | -7.0% | +24.9% |
| All | +41.8% | +41.9% | -0.1% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling