+3.3%
CBRE vs PLTU
+142.1%
-138.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.7% | +0.9% | -3.5% |
| 7D | -1.5% | -11.6% | +10.1% | -0.9% |
| 30D | -4.0% | -4.6% | +0.6% | -3.9% |
| 3M | +8.0% | +33.7% | -25.7% | +4.7% |
| 6M | +4.0% | -9.4% | +13.4% | +2.4% |
| YTD | -11.5% | -34.7% | +23.2% | -11.7% |
| 1Y | -13.0% | -23.2% | +10.2% | -15.6% |
| All | +3.3% | +142.1% | -138.8% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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