+23.3%
CAVA vs CBRE
+77.5%
-54.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -3.7% |
| 7D | -12.4% | -7.2% | -5.2% | -8.2% |
| 30D | -11.2% | -6.4% | -4.8% | -7.5% |
| 3M | -33.8% | +2.9% | -36.7% | -35.4% |
| 6M | -32.5% | +2.5% | -35.0% | -34.3% |
| YTD | -8.0% | -14.2% | +6.2% | -0.3% |
| 1Y | -17.1% | -15.1% | -2.0% | -9.8% |
| 3Y | +37.8% | +61.9% | -24.1% | -1.5% |
| All | +23.3% | +77.5% | -54.1% | -25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling