+4,404.4%
DELL vs CBRE
+407.4%
+3,997.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.1% | +11.2% |
| 7D | +8.2% | -5.0% | +13.2% | +10.6% |
| 30D | +17.1% | -4.7% | +21.8% | +18.9% |
| 3M | +45.2% | +6.5% | +38.6% | +38.9% |
| 6M | +286.8% | +6.1% | +280.7% | +268.2% |
| YTD | +354.8% | -12.6% | +367.4% | +369.7% |
| 1Y | +358.3% | -15.3% | +373.6% | +378.7% |
| 3Y | +724.9% | +64.6% | +660.3% | +525.0% |
| 5Y | +1,193.7% | +45.0% | +1,148.7% | +917.4% |
| All | +4,404.4% | +407.4% | +3,997.0% | +2,298.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling