+364.6%
CBRE vs GEN
+147.0%
+217.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -0.6% |
| 7D | -2.8% | -3.0% | +0.2% | -2.0% |
| 30D | +2.2% | +24.7% | -22.5% | -4.4% |
| 3M | -10.1% | +4.1% | -14.2% | -11.9% |
| 6M | -8.0% | +36.0% | -44.0% | -17.1% |
| YTD | -17.6% | +10.9% | -28.4% | -21.4% |
| 1Y | -14.7% | +12.2% | -26.9% | -19.0% |
| 3Y | +80.4% | +63.3% | +17.0% | +53.3% |
| 5Y | +25.9% | +29.0% | -3.2% | +11.2% |
| All | +364.6% | +147.0% | +217.6% | +231.3% |
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