+189.7%
CBRE vs NIO
-46.0%
+235.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | 0.0% |
| 7D | -4.6% | -1.8% | -2.8% | -4.5% |
| 30D | +3.0% | -6.6% | +9.6% | +3.6% |
| 3M | -8.7% | -29.9% | +21.1% | -5.7% |
| 6M | -7.9% | -46.6% | +38.7% | -2.6% |
| YTD | -16.3% | -36.5% | +20.2% | -13.5% |
| 1Y | -13.1% | -51.1% | +38.0% | -8.0% |
| 3Y | +83.1% | -55.2% | +138.4% | +87.3% |
| 5Y | +27.7% | -92.3% | +120.0% | +45.5% |
| All | +189.7% | -46.0% | +235.7% | +158.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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