+3,800.0%
FIX vs CBRE
+421.6%
+3,378.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.0% | +7.4% | +8.4% |
| 7D | -7.2% | +1.0% | -8.3% | -7.9% |
| 30D | -35.1% | +5.6% | -40.7% | -37.2% |
| 3M | -34.3% | -6.8% | -27.5% | -32.9% |
| 6M | -42.9% | -5.6% | -37.4% | -43.0% |
| YTD | +19.5% | -14.1% | +33.5% | +23.0% |
| 1Y | +16.8% | -9.5% | +26.3% | +16.8% |
| 3Y | +506.7% | +91.8% | +414.9% | +288.6% |
| 5Y | +1,046.7% | +30.3% | +1,016.4% | +789.8% |
| 10Y | +3,800.0% | +406.9% | +3,393.1% | +1,439.6% |
| All | +3,800.0% | +421.6% | +3,378.4% | +1,439.6% |
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 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