+42.3%
CBRE vs FIVN
-82.0%
+124.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.3% |
| 7D | -1.7% | -9.6% | +7.9% | +0.2% |
| 30D | -3.0% | -11.9% | +9.0% | -0.8% |
| 3M | +2.6% | +40.1% | -37.5% | -4.8% |
| 6M | +2.0% | +68.3% | -66.3% | -10.6% |
| YTD | -13.1% | +51.5% | -64.6% | -22.6% |
| 1Y | -13.8% | +15.1% | -29.0% | -19.0% |
| 3Y | +63.9% | -55.6% | +119.4% | +80.4% |
| 5Y | +42.3% | -82.4% | +124.8% | +70.4% |
| All | +42.3% | -82.0% | +124.4% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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