+194.3%
CDE vs CBRE
+39.8%
+154.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.4% |
| 7D | -6.1% | -7.2% | +1.2% | -1.7% |
| 30D | +9.5% | -6.4% | +15.9% | +13.6% |
| 3M | +32.0% | +2.9% | +29.1% | +28.7% |
| 6M | -12.8% | +2.5% | -15.3% | -14.9% |
| YTD | +14.2% | -14.2% | +28.4% | +23.0% |
| 1Y | +36.3% | -15.1% | +51.4% | +47.7% |
| 3Y | +821.4% | +61.9% | +759.5% | +543.7% |
| 5Y | +194.3% | +42.4% | +151.9% | +103.5% |
| All | +194.3% | +39.8% | +154.5% | +103.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling