+27.8%
CB vs CBRE
-11.8%
+39.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -1.0% | -4.6% | +3.6% | -0.6% |
| 30D | +7.3% | +3.0% | +4.4% | +7.0% |
| 3M | +7.0% | -8.7% | +15.8% | +7.2% |
| 6M | +16.3% | -7.9% | +24.2% | +16.1% |
| YTD | +19.7% | -16.3% | +36.0% | +18.5% |
| 1Y | +27.8% | -13.1% | +40.9% | +26.1% |
| All | +27.8% | -11.8% | +39.6% | +26.1% |
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