+385.0%
CBRE vs RACE
+793.3%
-408.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.8% | -3.4% |
| 7D | -1.5% | -1.0% | -0.5% | -1.1% |
| 30D | -4.0% | -1.5% | -2.5% | -3.3% |
| 3M | +8.0% | +15.5% | -7.5% | +1.2% |
| 6M | +4.0% | +17.3% | -13.3% | -3.7% |
| YTD | -11.5% | +11.1% | -22.6% | -17.0% |
| 1Y | -13.0% | -14.3% | +1.3% | -9.1% |
| 3Y | +66.9% | +40.2% | +26.7% | +30.0% |
| 5Y | +45.0% | +92.6% | -47.5% | -6.2% |
| 10Y | +385.0% | +786.6% | -401.5% | +62.3% |
| All | +385.0% | +793.3% | -408.2% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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