+227.1%
LOW vs CBRE
+398.3%
-171.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | -2.6% | -7.2% | +4.6% | +0.7% |
| 30D | -11.1% | -6.4% | -4.7% | -8.6% |
| 3M | -8.5% | +2.9% | -11.4% | -10.0% |
| 6M | -20.8% | +2.5% | -23.4% | -22.2% |
| YTD | -17.2% | -14.2% | -3.0% | -12.9% |
| 1Y | -24.7% | -15.1% | -9.6% | -20.5% |
| 3Y | -9.7% | +61.9% | -71.6% | -31.1% |
| 5Y | +6.0% | +42.4% | -36.4% | -16.0% |
| All | +227.1% | +398.3% | -171.2% | +46.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling