+54.2%
AR vs CBRE
+376.9%
-322.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +2.0% |
| 7D | +6.4% | -2.8% | +9.2% | +7.7% |
| 30D | +3.1% | +2.2% | +0.9% | +1.1% |
| 3M | +3.3% | -10.1% | +13.4% | +6.8% |
| 6M | +6.6% | -8.0% | +14.5% | +7.7% |
| YTD | +12.3% | -17.6% | +29.9% | +17.3% |
| 1Y | +12.3% | -14.7% | +27.0% | +14.9% |
| 3Y | +50.4% | +80.4% | -29.9% | -0.1% |
| 5Y | +101.0% | +25.9% | +75.1% | +57.3% |
| All | +54.2% | +376.9% | -322.7% | -38.4% |
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