+48.4%
CART vs CBRE
-13.9%
+62.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -0.3% |
| 7D | +1.2% | -2.8% | +4.0% | +1.9% |
| 30D | +17.8% | +2.2% | +15.6% | +16.8% |
| 3M | +20.7% | -10.1% | +30.8% | +24.4% |
| 6M | +49.7% | -8.0% | +57.7% | +52.9% |
| YTD | +30.0% | -17.6% | +47.6% | +37.6% |
| 1Y | +48.4% | -14.7% | +63.1% | +55.4% |
| All | +48.4% | -13.9% | +62.3% | +55.4% |
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