+114.2%
DAL vs CBRE
+30.4%
+83.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.0% | +3.3% | +4.1% |
| 7D | +10.0% | +1.0% | +9.0% | +9.5% |
| 30D | +12.0% | +5.6% | +6.4% | +8.3% |
| 3M | +0.8% | -6.8% | +7.5% | +4.5% |
| 6M | +26.2% | -5.6% | +31.8% | +29.0% |
| YTD | +33.7% | -14.1% | +47.8% | +43.5% |
| 1Y | +57.6% | -9.5% | +67.1% | +63.4% |
| 3Y | +183.5% | +91.8% | +91.7% | +69.1% |
| 5Y | +114.2% | +30.3% | +83.9% | +67.7% |
| All | +114.2% | +30.4% | +83.8% | +67.7% |
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