+27.3%
CBRE vs BUD
+51.6%
-24.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.1% |
| 7D | -1.8% | +1.0% | -2.8% | -2.2% |
| 30D | +3.3% | +6.7% | -3.4% | +0.3% |
| 3M | -12.4% | +5.7% | -18.1% | -14.5% |
| 6M | -5.4% | +5.8% | -11.2% | -7.9% |
| YTD | -17.2% | +34.4% | -51.6% | -28.3% |
| 1Y | -13.1% | +33.3% | -46.4% | -24.5% |
| 3Y | +81.6% | +48.8% | +32.7% | +45.0% |
| All | +27.3% | +51.6% | -24.3% | -4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling