+249.2%
HPE vs CBRE
+67.4%
+181.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.8% | +11.5% | +9.0% |
| 7D | +10.1% | -1.5% | +11.7% | +10.6% |
| 30D | +5.3% | -4.0% | +9.3% | +6.3% |
| 3M | +12.7% | +8.0% | +4.7% | +8.0% |
| 6M | +167.7% | +4.0% | +163.7% | +158.6% |
| YTD | +135.5% | -11.5% | +147.0% | +142.7% |
| 1Y | +143.4% | -13.0% | +156.4% | +152.2% |
| 3Y | +249.2% | +66.9% | +182.3% | +171.3% |
| All | +249.2% | +67.4% | +181.7% | +171.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling