+95.3%
DOCU vs CBRE
+80.2%
+15.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -0.4% |
| 7D | -3.2% | +6.0% | -9.3% | -6.0% |
| 30D | +15.7% | +4.4% | +11.3% | +12.9% |
| 3M | +37.3% | -9.8% | +47.1% | +43.2% |
| 6M | +63.1% | -4.4% | +67.5% | +64.8% |
| YTD | +15.4% | -15.2% | +30.6% | +23.4% |
| 1Y | +11.3% | -9.1% | +20.5% | +14.7% |
| All | +95.3% | +80.2% | +15.1% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling