+82.7%
HL vs CBRE
-15.0%
+97.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.4% |
| 7D | -5.6% | -7.2% | +1.6% | -2.0% |
| 30D | +12.7% | -6.4% | +19.2% | +16.3% |
| 3M | +42.5% | +2.9% | +39.6% | +39.5% |
| 6M | -9.0% | +2.5% | -11.5% | -10.3% |
| YTD | +4.4% | -14.2% | +18.6% | +7.3% |
| 1Y | +82.7% | -15.1% | +97.8% | +84.5% |
| All | +82.7% | -15.0% | +97.7% | +84.5% |
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