+77,259.4%
AAPL vs CBRE
+2,024.9%
+75,234.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | +1.8% | -4.6% | +6.4% | +2.9% |
| 30D | +4.3% | +3.0% | +1.3% | +3.4% |
| 3M | +16.6% | -8.7% | +25.4% | +18.7% |
| 6M | +21.6% | -7.9% | +29.5% | +23.2% |
| YTD | +31.2% | -16.3% | +47.5% | +35.1% |
| 1Y | +29.6% | -13.1% | +42.7% | +32.2% |
| 3Y | +93.1% | +83.1% | +10.0% | +63.9% |
| 5Y | +146.2% | +27.7% | +118.5% | +125.5% |
| 10Y | +1,326.9% | +386.9% | +940.0% | +856.8% |
| All | +77,259.4% | +2,024.9% | +75,234.5% | +29,619.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling