+390.5%
ONTO vs CBRE
+155.6%
+234.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.6% | +11.7% | +11.4% |
| 7D | -14.0% | +5.2% | -19.2% | -16.5% |
| 30D | -43.1% | +6.2% | -49.3% | -45.3% |
| 3M | -35.5% | -8.1% | -27.4% | -33.6% |
| 6M | -41.1% | -6.6% | -34.4% | -41.0% |
| YTD | +9.8% | -15.7% | +25.5% | +15.0% |
| 1Y | +31.5% | -9.7% | +41.2% | +32.0% |
| 3Y | +45.2% | +80.4% | -35.2% | -4.6% |
| 5Y | +86.7% | +27.0% | +59.7% | +47.2% |
| All | +390.5% | +155.6% | +234.8% | +192.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling