+46.9%
CVX vs CBRE
-13.6%
+60.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.7% |
| 7D | +3.4% | -1.8% | +5.2% | +3.2% |
| 30D | -1.0% | +3.3% | -4.3% | -0.5% |
| 3M | +12.2% | -12.4% | +24.6% | +11.1% |
| 6M | +20.3% | -5.4% | +25.7% | +20.1% |
| YTD | +48.3% | -17.2% | +65.5% | +45.6% |
| 1Y | +46.9% | -13.1% | +60.0% | +43.5% |
| All | +46.9% | -13.6% | +60.5% | +43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling