+146.2%
NUE vs CBRE
+26.1%
+120.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.6% |
| 7D | +2.8% | -1.8% | +4.5% | +3.4% |
| 30D | -2.1% | +3.3% | -5.4% | -3.8% |
| 3M | -7.3% | -12.4% | +5.0% | -3.0% |
| 6M | +8.9% | -5.4% | +14.2% | +9.5% |
| YTD | +55.6% | -17.2% | +72.8% | +64.0% |
| 1Y | +74.7% | -13.1% | +87.8% | +79.5% |
| 3Y | +71.7% | +81.6% | -9.9% | +12.8% |
| All | +146.2% | +26.1% | +120.1% | +82.9% |
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