+50.9%
CBRE vs ACWI
+67.7%
-16.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.0% | +0.5% | -2.5% | -2.5% |
| 30D | -2.2% | +0.9% | -3.1% | -3.1% |
| 3M | +12.9% | +2.4% | +10.5% | +9.3% |
| 6M | +4.3% | +12.4% | -8.1% | -9.9% |
| YTD | -8.0% | +15.2% | -23.2% | -22.8% |
| 1Y | -8.6% | +22.7% | -31.3% | -29.2% |
| 3Y | +71.9% | +75.8% | -3.9% | -15.4% |
| All | +50.9% | +67.7% | -16.8% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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