+9.0%
AVGO vs CBRE
-14.3%
+23.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -1.2% |
| 7D | -0.8% | -1.7% | +0.9% | -0.9% |
| 30D | -13.7% | -3.0% | -10.8% | -13.9% |
| 3M | -6.9% | +2.6% | -9.6% | -7.3% |
| 6M | +5.8% | +2.0% | +3.8% | +5.7% |
| YTD | +5.7% | -13.1% | +18.8% | +8.3% |
| 1Y | +9.0% | -13.8% | +22.8% | +8.1% |
| All | +9.0% | -14.3% | +23.4% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling