+2,972.0%
OKE vs CBRE
+2,105.5%
+866.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.3% |
| 7D | -0.2% | -1.7% | +1.5% | +0.2% |
| 30D | +6.1% | -3.0% | +9.0% | +6.6% |
| 3M | +10.4% | +2.6% | +7.8% | +9.1% |
| 6M | +14.2% | +2.0% | +12.2% | +12.4% |
| YTD | +35.3% | -13.1% | +48.5% | +37.9% |
| 1Y | +40.6% | -13.8% | +54.4% | +43.4% |
| 3Y | +72.2% | +63.9% | +8.3% | +46.5% |
| 5Y | +139.6% | +42.3% | +97.3% | +109.6% |
| 10Y | +259.1% | +401.2% | -142.1% | +141.2% |
| All | +2,972.0% | +2,105.5% | +866.5% | +1,216.1% |
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