+519.0%
FLEX vs CBRE
+2,024.9%
-1,506.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +3.9% | +3.8% |
| 7D | +2.2% | -4.6% | +6.9% | +4.4% |
| 30D | -32.6% | +3.0% | -35.6% | -33.5% |
| 3M | -35.5% | -8.7% | -26.8% | -33.7% |
| 6M | -45.6% | -7.9% | -37.7% | -44.9% |
| YTD | +30.7% | -16.3% | +47.0% | +36.1% |
| 1Y | +28.4% | -13.1% | +41.5% | +31.6% |
| 3Y | +301.7% | +83.1% | +218.5% | +205.5% |
| 5Y | +473.3% | +27.7% | +445.5% | +398.0% |
| 10Y | +651.7% | +386.9% | +264.8% | +301.4% |
| All | +519.0% | +2,024.9% | -1,506.0% | +23.8% |
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