+85.2%
AZO vs CBRE
+43.6%
+41.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.5% |
| 7D | -3.6% | -5.0% | +1.4% | -2.6% |
| 30D | -5.6% | -4.7% | -0.9% | -4.7% |
| 3M | -6.6% | +6.5% | -13.2% | -8.0% |
| 6M | -22.5% | +6.1% | -28.6% | -23.6% |
| YTD | -15.2% | -12.6% | -2.6% | -13.8% |
| 1Y | -33.9% | -15.3% | -18.6% | -32.5% |
| 3Y | +11.8% | +64.6% | -52.8% | -3.7% |
| All | +85.2% | +43.6% | +41.7% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling