+176.4%
CBRE vs BBIO
+136.7%
+39.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -5.0% | -3.2% | -1.8% | -4.6% |
| 30D | -4.7% | -13.6% | +8.9% | -3.2% |
| 3M | +6.5% | +7.2% | -0.7% | +5.4% |
| 6M | +6.1% | +1.5% | +4.6% | +5.4% |
| YTD | -12.6% | -5.3% | -7.3% | -13.0% |
| 1Y | -15.3% | +37.7% | -53.0% | -19.4% |
| 3Y | +64.6% | +153.9% | -89.3% | +43.1% |
| 5Y | +45.0% | +43.9% | +1.1% | +14.3% |
| All | +176.4% | +136.7% | +39.8% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 10y: compounded portfolio wealth divided by compounded BBIO 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…
10y analysis · Full analysis span regression · 6 months rolling