+35.3%
DLR vs CBRE
+45.8%
-10.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.8% | +4.4% | +2.1% |
| 7D | +3.4% | -1.5% | +4.9% | +4.0% |
| 30D | -2.2% | -4.0% | +1.8% | -1.0% |
| 3M | +4.7% | +8.0% | -3.3% | +0.7% |
| 6M | +9.0% | +4.0% | +5.0% | +6.2% |
| YTD | +24.1% | -11.5% | +35.7% | +27.8% |
| 1Y | +20.9% | -13.0% | +33.9% | +25.2% |
| 3Y | +60.0% | +66.9% | -6.9% | +17.2% |
| 5Y | +35.3% | +45.0% | -9.8% | -1.6% |
| All | +35.3% | +45.8% | -10.5% | -1.6% |
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 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