+26.8%
AZN vs CBRE
+64.1%
-37.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.1% |
| 7D | -1.6% | -5.0% | +3.4% | -0.8% |
| 30D | +1.1% | -4.7% | +5.7% | +1.7% |
| 3M | -12.1% | +6.5% | -18.6% | -13.0% |
| 6M | -17.1% | +6.1% | -23.2% | -18.0% |
| YTD | -12.0% | -12.6% | +0.6% | -11.1% |
| 1Y | -0.2% | -15.3% | +15.1% | +1.2% |
| 3Y | +26.8% | +64.6% | -37.8% | +16.1% |
| All | +26.8% | +64.1% | -37.4% | +16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling