-45.9%
CHTR vs CBRE
+407.4%
-453.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.9% | +3.1% |
| 7D | -4.1% | -5.0% | +0.9% | -2.4% |
| 30D | -3.0% | -4.7% | +1.7% | -1.4% |
| 3M | +4.8% | +6.5% | -1.8% | +2.6% |
| 6M | -35.0% | +6.1% | -41.1% | -36.3% |
| YTD | -30.2% | -12.6% | -17.6% | -27.6% |
| 1Y | -44.8% | -15.3% | -29.5% | -42.2% |
| 3Y | -66.6% | +64.6% | -131.2% | -72.6% |
| 5Y | -81.5% | +45.0% | -126.5% | -84.5% |
| All | -45.9% | +407.4% | -453.3% | -68.7% |
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