-3.0%
CBRE vs PLTD
-76.4%
+73.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -1.0% |
| 7D | +5.2% | +13.7% | -8.6% | +6.9% |
| 30D | +6.2% | +18.4% | -12.2% | +8.6% |
| 3M | -8.1% | -7.5% | -0.6% | -8.5% |
| 6M | -6.6% | -31.3% | +24.7% | -9.4% |
| YTD | -15.7% | -15.4% | -0.3% | -15.2% |
| 1Y | -9.7% | -18.4% | +8.8% | -9.4% |
| All | -3.0% | -76.4% | +73.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 5y: compounded portfolio wealth divided by compounded PLTD 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…
5y analysis · Full analysis span regression · 6 months rolling