+156.1%
HPQ vs CBRE
+379.0%
-222.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.2% | +1.4% |
| 7D | +3.2% | -1.8% | +4.9% | +4.0% |
| 30D | -3.6% | +3.3% | -6.9% | -5.8% |
| 3M | -5.3% | -12.4% | +7.1% | +0.3% |
| 6M | +41.1% | -5.4% | +46.5% | +42.5% |
| YTD | +36.9% | -17.2% | +54.1% | +45.9% |
| 1Y | +23.5% | -13.1% | +36.6% | +28.3% |
| 3Y | +19.6% | +81.6% | -62.0% | -20.4% |
| 5Y | +11.4% | +26.4% | -15.0% | -11.1% |
| All | +156.1% | +379.0% | -222.9% | +2.0% |
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