+1,103.1%
DELL vs CBRE
+45.3%
+1,057.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.8% | +5.6% | +3.4% |
| 7D | +25.6% | -1.5% | +27.1% | +26.2% |
| 30D | +17.7% | -4.0% | +21.6% | +18.9% |
| 3M | +33.4% | +8.0% | +25.4% | +26.5% |
| 6M | +266.2% | +4.0% | +262.2% | +251.6% |
| YTD | +328.0% | -11.5% | +339.5% | +341.9% |
| 1Y | +339.6% | -13.0% | +352.6% | +356.1% |
| 3Y | +694.6% | +66.9% | +627.7% | +483.0% |
| All | +1,103.1% | +45.3% | +1,057.8% | +791.8% |
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 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