-15.1%
CBRE vs WCC
+62.7%
-77.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.1% |
| 7D | -7.2% | +1.7% | -8.9% | -7.3% |
| 30D | -6.4% | -6.1% | -0.4% | -6.1% |
| 3M | +2.9% | +3.1% | -0.2% | +2.3% |
| 6M | +2.5% | +28.2% | -25.7% | -1.9% |
| YTD | -14.2% | +41.1% | -55.3% | -18.9% |
| 1Y | -15.1% | +61.3% | -76.4% | -20.7% |
| All | -15.1% | +62.7% | -77.9% | -20.7% |
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