+163.0%
LITE vs CBRE
-13.6%
+176.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.4% |
| 7D | +10.8% | -1.8% | +12.5% | +10.2% |
| 30D | -33.4% | +3.3% | -36.7% | -32.1% |
| 3M | -32.2% | -12.4% | -19.9% | -33.9% |
| 6M | -42.1% | -5.4% | -36.7% | -41.8% |
| YTD | +61.9% | -17.2% | +79.1% | +58.2% |
| 1Y | +163.0% | -13.1% | +176.1% | +150.8% |
| All | +163.0% | -13.6% | +176.6% | +150.8% |
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