+66.2%
CART vs CBRE
-10.1%
+76.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | +3.0% | +5.2% | -2.2% | +1.6% |
| 30D | +28.6% | +6.2% | +22.3% | +26.0% |
| 3M | +29.1% | -8.1% | +37.2% | +32.5% |
| 6M | +44.7% | -6.6% | +51.4% | +47.5% |
| YTD | +29.2% | -15.7% | +44.9% | +36.2% |
| 1Y | +66.2% | -9.7% | +75.8% | +67.9% |
| All | +66.2% | -10.1% | +76.3% | +67.9% |
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