+3,290.5%
DELL vs CBRE
+351.0%
+2,939.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.1% |
| 7D | +17.1% | -2.8% | +19.9% | +18.5% |
| 30D | -35.1% | +2.2% | -37.3% | -36.1% |
| 3M | -23.3% | -10.1% | -13.2% | -20.8% |
| 6M | +55.8% | -8.0% | +63.8% | +56.8% |
| YTD | +198.0% | -17.6% | +215.5% | +212.9% |
| 1Y | +166.6% | -14.7% | +181.3% | +175.5% |
| 3Y | +427.6% | +80.4% | +347.3% | +281.3% |
| 5Y | +630.6% | +25.9% | +604.8% | +506.6% |
| 10Y | +2,866.3% | +379.5% | +2,486.8% | +1,506.6% |
| All | +3,290.5% | +351.0% | +2,939.6% | +1,752.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling