-16.7%
CBRE vs SOLS
+25.7%
-42.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.4% |
| 7D | -1.8% | +14.0% | -15.8% | -1.1% |
| 30D | +3.3% | +10.0% | -6.7% | +3.8% |
| 3M | -12.4% | +5.8% | -18.2% | -12.1% |
| 6M | -5.4% | -25.2% | +19.8% | -6.9% |
| YTD | -17.2% | +36.5% | -53.7% | -15.8% |
| 1Y | -13.1% | +45.0% | -58.1% | -12.1% |
| All | -16.7% | +25.7% | -42.5% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling