+8.3%
DIS vs CBRE
-6.2%
+14.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.1% | +0.1% | +2.9% |
| 7D | +9.1% | +14.1% | -5.0% | +4.6% |
| 30D | +14.8% | +9.0% | +5.8% | +11.4% |
| 3M | +21.2% | -6.6% | +27.7% | +23.6% |
| 6M | +18.3% | +0.8% | +17.6% | +17.4% |
| YTD | +5.4% | -12.2% | +17.6% | +7.5% |
| 1Y | +8.3% | -6.8% | +15.1% | +6.9% |
| All | +8.3% | -6.2% | +14.4% | +6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling