+62.4%
CART vs CBRE
-6.2%
+68.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.1% | -2.6% | +0.5% |
| 7D | +1.4% | +14.1% | -12.7% | -2.1% |
| 30D | +29.7% | +9.0% | +20.6% | +26.3% |
| 3M | +29.7% | -6.6% | +36.3% | +32.7% |
| 6M | +36.8% | +0.8% | +36.0% | +36.3% |
| YTD | +31.7% | -12.2% | +43.9% | +37.1% |
| 1Y | +62.4% | -6.8% | +69.2% | +61.9% |
| All | +62.4% | -6.2% | +68.6% | +61.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling