+30,355.4%
AVGO vs CBRE
+1,005.8%
+29,349.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.1% | +4.1% |
| 7D | +6.1% | -4.6% | +10.7% | +8.3% |
| 30D | -2.7% | +3.0% | -5.6% | -4.2% |
| 3M | -16.9% | -8.7% | -8.1% | -14.6% |
| 6M | -19.1% | -7.9% | -11.3% | -18.3% |
| YTD | +0.3% | -16.3% | +16.6% | +4.4% |
| 1Y | -1.2% | -13.1% | +11.9% | +1.2% |
| 3Y | +272.4% | +83.1% | +189.3% | +170.7% |
| 5Y | +579.0% | +27.7% | +551.3% | +466.2% |
| 10Y | +2,584.7% | +386.9% | +2,197.8% | +1,133.4% |
| All | +30,355.4% | +1,005.8% | +29,349.5% | +9,639.1% |
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 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