+308.3%
JBL vs CBRE
+27.7%
+280.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.7% |
| 7D | +0.1% | -4.6% | +4.8% | +2.3% |
| 30D | -17.0% | +3.0% | -20.0% | -18.5% |
| 3M | -27.4% | -8.7% | -18.7% | -25.2% |
| 6M | -29.1% | -7.9% | -21.2% | -27.9% |
| YTD | +13.6% | -16.3% | +29.9% | +19.4% |
| 1Y | +22.8% | -13.1% | +35.9% | +26.4% |
| 3Y | +103.0% | +83.1% | +19.9% | +32.1% |
| All | +308.3% | +27.7% | +280.7% | +223.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling