+232.7%
LITE vs CBRE
-6.2%
+238.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.1% | -12.0% | -6.3% |
| 7D | -31.4% | +14.1% | -45.5% | -27.9% |
| 30D | -42.6% | +9.0% | -51.6% | -40.2% |
| 3M | -26.2% | -6.6% | -19.6% | -26.5% |
| 6M | -35.8% | +0.8% | -36.6% | -34.1% |
| YTD | +70.0% | -12.2% | +82.3% | +71.4% |
| 1Y | +232.7% | -6.8% | +239.6% | +233.4% |
| All | +232.7% | -6.2% | +238.9% | +233.4% |
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