+30.9%
DOCU vs CBRE
+72.5%
-41.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +4.0% |
| 7D | +6.9% | -2.0% | +8.9% | +7.8% |
| 30D | +19.0% | -2.2% | +21.2% | +20.0% |
| 3M | +34.3% | +12.9% | +21.4% | +26.3% |
| 6M | +48.0% | +4.3% | +43.7% | +43.8% |
| YTD | 0.0% | -8.0% | +8.1% | +3.3% |
| 1Y | -10.3% | -8.6% | -1.7% | -7.1% |
| All | +30.9% | +72.5% | -41.6% | -5.2% |
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 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