-13.1%
CBRE vs SWK
+74.4%
-87.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -1.8% | -1.4% | -0.4% | -1.3% |
| 30D | +3.3% | +25.5% | -22.2% | -3.9% |
| 3M | -12.4% | +11.8% | -24.1% | -15.6% |
| 6M | -5.4% | +48.7% | -54.0% | -16.6% |
| YTD | -17.2% | +57.2% | -74.4% | -28.0% |
| 1Y | -13.1% | +75.3% | -88.4% | -27.8% |
| All | -13.1% | +74.4% | -87.5% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling