-13.0%
CBRE vs BUD
+35.5%
-48.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -3.6% |
| 7D | -1.5% | +0.8% | -2.3% | -1.7% |
| 30D | -4.0% | -4.8% | +0.8% | -3.2% |
| 3M | +8.0% | +1.4% | +6.6% | +7.8% |
| 6M | +4.0% | +9.9% | -5.9% | +2.3% |
| YTD | -11.5% | +26.3% | -37.9% | -16.1% |
| 1Y | -13.0% | +36.1% | -49.2% | -18.6% |
| All | -13.0% | +35.5% | -48.5% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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