+95.3%
DOCU vs CBRE
+200.0%
-104.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -1.4% |
| 7D | -5.5% | +5.2% | -10.7% | -7.7% |
| 30D | +12.6% | +6.2% | +6.4% | +9.3% |
| 3M | +36.4% | -8.1% | +44.5% | +40.4% |
| 6M | +66.8% | -6.6% | +73.4% | +69.9% |
| YTD | +13.5% | -15.7% | +29.2% | +20.0% |
| 1Y | +11.3% | -9.7% | +21.0% | +14.3% |
| 3Y | +92.1% | +80.4% | +11.7% | +47.0% |
| 5Y | -71.0% | +27.0% | -98.0% | -75.4% |
| All | +95.3% | +200.0% | -104.7% | +39.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling