+2,317.2%
CBRE vs GEN
+293.1%
+2,024.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.5% |
| 7D | -2.0% | -1.2% | -0.8% | -1.4% |
| 30D | -2.2% | +10.1% | -12.3% | -7.0% |
| 3M | +12.9% | +16.1% | -3.2% | +4.2% |
| 6M | +4.3% | +38.9% | -34.5% | -13.4% |
| YTD | -8.0% | +14.4% | -22.5% | -15.9% |
| 1Y | -8.6% | +5.9% | -14.4% | -13.1% |
| 3Y | +71.9% | +58.8% | +13.1% | +29.4% |
| 5Y | +50.0% | +24.7% | +25.3% | +22.1% |
| 10Y | +390.1% | +163.1% | +227.0% | +115.9% |
| All | +2,317.2% | +293.1% | +2,024.1% | +522.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling