+102.9%
DAL vs CBRE
+26.4%
+76.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.5% |
| 7D | +8.8% | +5.2% | +3.6% | +5.6% |
| 30D | +5.4% | +6.2% | -0.8% | +1.4% |
| 3M | -4.9% | -8.1% | +3.2% | -0.6% |
| 6M | +19.8% | -6.6% | +26.5% | +23.3% |
| YTD | +27.0% | -15.7% | +42.7% | +37.9% |
| 1Y | +52.5% | -9.7% | +62.1% | +58.0% |
| 3Y | +173.8% | +80.4% | +93.5% | +70.4% |
| All | +102.9% | +26.4% | +76.5% | +60.7% |
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 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