+15.2%
NEE vs CBRE
+28.0%
-12.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -2.8% | -4.6% | +1.8% | -1.7% |
| 30D | +9.5% | +3.0% | +6.6% | +8.5% |
| 3M | +1.0% | -8.7% | +9.8% | +2.9% |
| 6M | -8.0% | -7.9% | -0.1% | -6.8% |
| YTD | +9.4% | -16.3% | +25.8% | +12.7% |
| 1Y | +3.1% | -13.1% | +16.3% | +4.9% |
| 3Y | +70.5% | +83.1% | -12.6% | +30.2% |
| 5Y | +15.2% | +27.7% | -12.5% | -4.9% |
| All | +15.2% | +28.0% | -12.8% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling