+293.0%
IBKR vs CBRE
+64.1%
+228.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +1.6% |
| 7D | -1.3% | -5.0% | +3.6% | +0.2% |
| 30D | -0.2% | -4.7% | +4.4% | +1.1% |
| 3M | +3.0% | +6.5% | -3.6% | +0.3% |
| 6M | +33.9% | +6.1% | +27.8% | +30.4% |
| YTD | +42.5% | -12.6% | +55.1% | +47.2% |
| 1Y | +44.9% | -15.3% | +60.2% | +50.9% |
| 3Y | +293.0% | +64.6% | +228.4% | +276.7% |
| All | +293.0% | +64.1% | +228.9% | +276.7% |
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