-54.2%
DOCS vs CBRE
+26.4%
-80.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.6% |
| 7D | -0.8% | +5.2% | -5.9% | -4.3% |
| 30D | +17.4% | +6.2% | +11.2% | +12.1% |
| 3M | +57.4% | -8.1% | +65.5% | +66.4% |
| 6M | +26.5% | -6.6% | +33.2% | +33.1% |
| YTD | -26.6% | -15.7% | -10.9% | -18.4% |
| 1Y | -48.1% | -9.7% | -38.4% | -45.2% |
| 3Y | +52.6% | +80.4% | -27.8% | -10.6% |
| All | -54.2% | +26.4% | -80.6% | -65.9% |
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 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