+406.9%
CBRE vs GEN
+166.9%
+240.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +1.9% | +2.0% |
| 7D | +1.0% | -0.3% | +1.3% | +1.1% |
| 30D | +5.6% | +28.2% | -22.5% | -2.0% |
| 3M | -6.8% | +2.6% | -9.4% | -8.2% |
| 6M | -5.6% | +32.7% | -38.3% | -14.3% |
| YTD | -14.1% | +11.3% | -25.3% | -18.2% |
| 1Y | -9.5% | +17.9% | -27.4% | -15.3% |
| 3Y | +91.8% | +66.3% | +25.4% | +62.2% |
| 5Y | +30.3% | +31.7% | -1.4% | +14.5% |
| 10Y | +406.9% | +150.0% | +256.9% | +266.8% |
| All | +406.9% | +166.9% | +240.0% | +266.8% |
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