-13.7%
CBRE vs SOLS
+17.1%
-30.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -1.4% |
| 7D | -7.2% | +0.3% | -7.5% | -7.2% |
| 30D | -6.4% | +0.9% | -7.3% | -6.4% |
| 3M | +2.9% | -20.7% | +23.6% | +1.5% |
| 6M | +2.5% | -17.7% | +20.2% | +1.6% |
| YTD | -14.2% | +27.1% | -41.3% | -13.1% |
| All | -13.7% | +17.1% | -30.8% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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