+63.6%
CVS vs CBRE
+67.4%
-3.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.1% | -0.3% |
| 7D | -1.6% | -1.5% | 0.0% | -1.4% |
| 30D | +0.4% | -4.0% | +4.4% | +0.7% |
| 3M | -0.4% | +8.0% | -8.4% | -1.3% |
| 6M | +25.1% | +4.0% | +21.2% | +24.2% |
| YTD | +23.9% | -11.5% | +35.4% | +24.7% |
| 1Y | +41.1% | -13.0% | +54.1% | +42.1% |
| 3Y | +63.6% | +66.9% | -3.3% | +42.8% |
| All | +63.6% | +67.4% | -3.8% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling