-6.8%
CBRE vs WCC
+24.5%
-31.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -9.9% | +14.0% | +4.6% |
| 7D | +14.1% | -8.8% | +22.9% | +14.4% |
| 30D | +9.0% | -16.0% | +25.1% | +9.9% |
| 3M | -6.6% | -15.2% | +8.6% | -5.9% |
| 6M | +0.8% | -8.4% | +9.1% | +0.5% |
| YTD | -12.2% | +30.1% | -42.3% | -20.0% |
| 1Y | -6.8% | +26.4% | -33.3% | -15.1% |
| All | -6.8% | +24.5% | -31.3% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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