+4,681.2%
DELL vs CBRE
+403.1%
+4,278.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.8% |
| 7D | +14.9% | -2.0% | +16.9% | +15.7% |
| 30D | +13.3% | -2.2% | +15.5% | +13.8% |
| 3M | +24.4% | +12.9% | +11.5% | +16.0% |
| 6M | +258.0% | +4.3% | +253.7% | +244.0% |
| YTD | +320.2% | -8.0% | +328.2% | +324.8% |
| 1Y | +319.1% | -8.6% | +327.6% | +323.3% |
| 3Y | +706.5% | +71.9% | +634.7% | +501.3% |
| 5Y | +1,071.9% | +50.0% | +1,021.9% | +810.0% |
| 10Y | +4,683.5% | +390.1% | +4,293.4% | +2,431.2% |
| All | +4,681.2% | +403.1% | +4,278.2% | +2,415.4% |
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