+26,296.8%
FIX vs CBRE
+2,234.5%
+24,062.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.1% |
| 7D | +6.0% | -2.0% | +8.0% | +6.6% |
| 30D | -7.2% | -2.2% | -5.1% | -7.0% |
| 3M | -15.9% | +12.9% | -28.8% | -19.7% |
| 6M | +12.7% | +4.3% | +8.4% | +10.0% |
| YTD | +72.8% | -8.0% | +80.8% | +73.5% |
| 1Y | +122.9% | -8.6% | +131.5% | +123.7% |
| 3Y | +774.3% | +71.9% | +702.4% | +626.8% |
| 5Y | +2,049.5% | +50.0% | +1,999.5% | +1,751.2% |
| 10Y | +5,821.5% | +390.1% | +5,431.4% | +3,593.7% |
| All | +26,296.8% | +2,234.5% | +24,062.3% | +8,668.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling