+977.1%
BE vs CBRE
+183.8%
+793.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -1.5% |
| 7D | +23.9% | -1.7% | +25.6% | +25.3% |
| 30D | +27.8% | -3.0% | +30.8% | +29.6% |
| 3M | +3.7% | +2.6% | +1.1% | -1.9% |
| 6M | +78.0% | +2.0% | +76.0% | +66.7% |
| YTD | +209.9% | -13.1% | +223.0% | +224.4% |
| 1Y | +389.6% | -13.8% | +403.4% | +412.3% |
| 3Y | +1,730.6% | +63.9% | +1,666.7% | +988.9% |
| 5Y | +1,227.8% | +42.3% | +1,185.5% | +789.0% |
| All | +977.1% | +183.8% | +793.3% | +245.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling