+4.3%
EXE vs CBRE
-14.3%
+18.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.8% |
| 7D | -2.7% | -1.7% | -1.0% | -2.9% |
| 30D | -0.4% | -3.0% | +2.6% | -0.6% |
| 3M | +9.5% | +2.6% | +6.9% | +9.9% |
| 6M | -9.3% | +2.0% | -11.3% | -9.1% |
| YTD | -10.9% | -13.1% | +2.2% | -11.9% |
| 1Y | +4.3% | -13.8% | +18.1% | +1.6% |
| All | +4.3% | -14.3% | +18.6% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling