+1,254.4%
AAPL vs CBRE
+398.3%
+856.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +4.0% |
| 7D | -0.5% | -7.2% | +6.7% | +2.3% |
| 30D | +7.1% | -6.4% | +13.5% | +9.6% |
| 3M | +12.1% | +2.9% | +9.2% | +10.5% |
| 6M | +25.4% | +2.5% | +22.9% | +23.3% |
| YTD | +20.5% | -14.2% | +34.6% | +25.6% |
| 1Y | +44.5% | -15.1% | +59.7% | +50.9% |
| 3Y | +85.8% | +61.9% | +23.9% | +45.6% |
| 5Y | +124.8% | +42.4% | +82.4% | +82.2% |
| All | +1,254.4% | +398.3% | +856.0% | +667.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 10y: compounded portfolio wealth divided by compounded CBRE 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…
10y analysis · Full analysis span regression · 6 months rolling