+42.5%
CI vs CBRE
+50.7%
-8.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | +1.3% | -2.0% | +3.3% | +1.6% |
| 30D | +4.4% | -2.2% | +6.6% | +4.8% |
| 3M | +0.7% | +12.9% | -12.3% | -1.6% |
| 6M | +0.3% | +4.3% | -4.0% | -0.8% |
| YTD | +3.8% | -8.0% | +11.9% | +4.4% |
| 1Y | -5.5% | -8.6% | +3.1% | -4.9% |
| 3Y | +8.1% | +71.9% | -63.8% | -5.0% |
| All | +42.5% | +50.7% | -8.2% | +26.1% |
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