+77,154.9%
AAPL vs CBRE
+1,992.7%
+75,162.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | +3.2% | -2.8% | +6.0% | +3.9% |
| 30D | +4.1% | +2.2% | +1.9% | +3.3% |
| 3M | +17.5% | -10.1% | +27.6% | +20.0% |
| 6M | +20.6% | -8.0% | +28.6% | +22.2% |
| YTD | +31.0% | -17.6% | +48.6% | +35.4% |
| 1Y | +30.2% | -14.7% | +44.9% | +33.5% |
| 3Y | +92.9% | +80.4% | +12.5% | +64.2% |
| 5Y | +142.4% | +25.9% | +116.5% | +122.8% |
| 10Y | +1,324.9% | +379.5% | +945.4% | +858.9% |
| All | +77,154.9% | +1,992.7% | +75,162.2% | +29,684.0% |
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 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