+98.2%
DE vs CBRE
+42.7%
+55.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | 0.0% |
| 7D | -3.0% | -1.7% | -1.4% | -2.6% |
| 30D | +11.1% | -3.0% | +14.1% | +11.7% |
| 3M | +17.6% | +2.6% | +15.0% | +15.9% |
| 6M | +13.6% | +2.0% | +11.6% | +11.8% |
| YTD | +46.3% | -13.1% | +59.4% | +49.9% |
| 1Y | +44.2% | -13.8% | +58.0% | +47.9% |
| 3Y | +76.6% | +63.9% | +12.7% | +40.9% |
| 5Y | +98.2% | +42.3% | +55.9% | +56.6% |
| All | +98.2% | +42.7% | +55.5% | +56.6% |
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