+2,103.7%
CBRE vs BEN
+346.9%
+1,756.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -3.5% |
| 7D | -0.5% | +12.1% | -12.7% | -10.6% |
| 30D | +3.1% | +13.4% | -10.4% | -8.1% |
| 3M | -6.4% | +9.4% | -15.7% | -14.0% |
| 6M | -7.9% | +19.3% | -27.1% | -22.4% |
| YTD | -16.2% | +57.3% | -73.4% | -45.4% |
| 1Y | -11.2% | +69.1% | -80.3% | -45.8% |
| 3Y | +83.4% | +85.6% | -2.2% | -5.6% |
| 5Y | +28.4% | +32.9% | -4.5% | -14.5% |
| 10Y | +386.8% | +58.3% | +328.5% | +113.3% |
| All | +2,103.7% | +346.9% | +1,756.8% | +413.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling