+1,104.1%
LOW vs CBRE
+1,992.7%
-888.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.4% |
| 7D | +0.1% | -2.8% | +2.9% | +0.9% |
| 30D | +21.3% | +2.2% | +19.1% | +20.6% |
| 3M | +6.0% | -10.1% | +16.1% | +9.0% |
| 6M | +2.6% | -8.0% | +10.6% | +4.6% |
| YTD | -3.6% | -17.6% | +14.0% | +0.7% |
| 1Y | -1.0% | -14.7% | +13.8% | +2.5% |
| 3Y | +24.2% | +80.4% | -56.2% | +4.4% |
| 5Y | +6.3% | +25.9% | -19.6% | -2.4% |
| 10Y | +294.1% | +379.5% | -85.4% | +153.5% |
| All | +1,104.1% | +1,992.7% | -888.7% | +363.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling