+66.9%
CBRE vs WCN
+19.6%
+47.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.7% | -3.4% |
| 7D | -1.5% | -0.4% | -1.1% | -1.3% |
| 30D | -4.0% | -2.1% | -1.9% | -3.1% |
| 3M | +8.0% | +6.4% | +1.6% | +5.3% |
| 6M | +4.0% | -3.7% | +7.7% | +5.6% |
| YTD | -11.5% | -6.4% | -5.2% | -9.1% |
| 1Y | -13.0% | -7.9% | -5.1% | -10.1% |
| 3Y | +66.9% | +20.8% | +46.1% | +53.9% |
| All | +66.9% | +19.6% | +47.2% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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