+181.6%
LNT vs CBRE
+376.9%
-195.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -0.5% | -2.8% | +2.3% | +0.1% |
| 30D | +9.9% | +2.2% | +7.7% | +9.2% |
| 3M | +4.8% | -10.1% | +14.9% | +6.9% |
| 6M | +2.2% | -8.0% | +10.2% | +3.4% |
| YTD | +15.9% | -17.6% | +33.4% | +19.3% |
| 1Y | +10.6% | -14.7% | +25.3% | +12.8% |
| 3Y | +66.1% | +80.4% | -14.3% | +38.1% |
| 5Y | +55.6% | +25.9% | +29.7% | +38.5% |
| All | +181.6% | +376.9% | -195.3% | +87.9% |
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