+361.3%
LIN vs CBRE
+392.8%
-31.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -2.1% | -2.0% | -0.1% | -1.5% |
| 30D | -2.4% | -2.2% | -0.2% | -1.9% |
| 3M | -5.6% | +12.9% | -18.5% | -9.9% |
| 6M | -3.4% | +4.3% | -7.7% | -5.6% |
| YTD | +13.1% | -8.0% | +21.2% | +14.3% |
| 1Y | +2.5% | -8.6% | +11.0% | +3.6% |
| 3Y | +27.6% | +71.9% | -44.3% | -1.4% |
| 5Y | +63.0% | +50.0% | +13.0% | +30.2% |
| All | +361.3% | +392.8% | -31.6% | +136.8% |
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 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