+386.8%
CBRE vs RACE
+740.2%
-353.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.7% | -2.1% |
| 7D | -0.5% | +0.2% | -0.8% | -0.6% |
| 30D | +3.1% | +6.6% | -3.6% | +0.3% |
| 3M | -6.4% | +2.2% | -8.6% | -7.2% |
| 6M | -7.9% | +22.4% | -30.3% | -16.0% |
| YTD | -16.2% | +13.8% | -30.0% | -22.1% |
| 1Y | -11.2% | +2.2% | -13.4% | -13.4% |
| 3Y | +83.4% | +25.6% | +57.8% | +52.0% |
| 5Y | +28.4% | +71.0% | -42.5% | -11.7% |
| 10Y | +386.8% | +739.1% | -352.3% | +83.2% |
| All | +386.8% | +740.2% | -353.4% | +83.2% |
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