+11.3%
IVV vs CBRE
-11.6%
+22.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.1% | 0.0% |
| 7D | -0.6% | -0.5% | -0.1% | -0.5% |
| 30D | -3.7% | +3.1% | -6.7% | -4.0% |
| 3M | -2.7% | -6.4% | +3.6% | -1.9% |
| 6M | +2.2% | -7.9% | +10.1% | +3.5% |
| YTD | +10.9% | -16.2% | +27.1% | +12.2% |
| 1Y | +11.3% | -11.2% | +22.5% | +10.8% |
| All | +11.3% | -11.6% | +22.9% | +10.8% |
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 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