+526.9%
BA vs CBRE
+2,234.5%
-1,707.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | +1.2% | -2.0% | +3.1% | +1.7% |
| 30D | -11.6% | -2.2% | -9.4% | -11.2% |
| 3M | -2.4% | +12.9% | -15.3% | -5.8% |
| 6M | -6.6% | +4.3% | -10.9% | -7.9% |
| YTD | -2.2% | -8.0% | +5.8% | -0.9% |
| 1Y | -8.0% | -8.6% | +0.5% | -6.8% |
| 3Y | -5.0% | +71.9% | -76.9% | -19.8% |
| 5Y | -2.7% | +50.0% | -52.7% | -15.0% |
| 10Y | +75.9% | +390.1% | -314.2% | +18.8% |
| All | +526.9% | +2,234.5% | -1,707.6% | +202.8% |
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