+1,555.7%
CBRE vs BUD
+201.1%
+1,354.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -2.0% | +0.3% | -2.2% | -2.1% |
| 30D | -2.2% | -5.7% | +3.5% | +1.0% |
| 3M | +12.9% | +3.1% | +9.8% | +10.8% |
| 6M | +4.3% | +7.9% | -3.6% | -0.7% |
| YTD | -8.0% | +27.3% | -35.4% | -21.0% |
| 1Y | -8.6% | +37.8% | -46.4% | -25.1% |
| 3Y | +71.9% | +49.8% | +22.0% | +30.0% |
| 5Y | +50.0% | +43.8% | +6.2% | +13.5% |
| 10Y | +390.1% | -22.6% | +412.7% | +402.1% |
| All | +1,555.7% | +201.1% | +1,354.6% | +403.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling