+22.5%
CCI vs CBRE
+381.8%
-359.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.5% |
| 7D | -0.3% | -1.7% | +1.4% | +0.2% |
| 30D | +2.1% | -3.0% | +5.1% | +2.9% |
| 3M | -17.8% | +2.6% | -20.5% | -18.7% |
| 6M | -14.2% | +2.0% | -16.2% | -15.1% |
| YTD | -13.3% | -13.1% | -0.2% | -10.9% |
| 1Y | -16.6% | -13.8% | -2.8% | -14.2% |
| 3Y | -10.8% | +63.9% | -74.7% | -26.7% |
| 5Y | -50.3% | +42.3% | -92.6% | -58.3% |
| 10Y | +22.5% | +401.2% | -378.7% | -25.9% |
| All | +22.5% | +381.8% | -359.3% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 10y: compounded portfolio wealth divided by compounded CBRE 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…
10y analysis · Full analysis span regression · 6 months rolling