+385.0%
CBRE vs GEN
+150.2%
+234.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.7% | -1.0% | -3.0% |
| 7D | -1.5% | -0.7% | -0.8% | -1.3% |
| 30D | -4.0% | +2.6% | -6.6% | -4.8% |
| 3M | +8.0% | +15.8% | -7.8% | +3.2% |
| 6M | +4.0% | +33.1% | -29.2% | -5.5% |
| YTD | -11.5% | +11.3% | -22.8% | -15.2% |
| 1Y | -13.0% | +1.7% | -14.7% | -14.4% |
| 3Y | +66.9% | +58.1% | +8.8% | +43.9% |
| 5Y | +45.0% | +20.6% | +24.4% | +31.0% |
| 10Y | +385.0% | +149.0% | +236.0% | +241.5% |
| All | +385.0% | +150.2% | +234.8% | +241.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling