+238.0%
ONTO vs CBRE
+50.7%
+187.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.5% |
| 7D | -1.0% | -2.0% | +0.9% | 0.0% |
| 30D | -2.9% | -2.2% | -0.7% | -2.2% |
| 3M | -2.5% | +12.9% | -15.4% | -11.9% |
| 6M | +28.2% | +4.3% | +23.9% | +21.6% |
| YTD | +69.8% | -8.0% | +77.8% | +72.1% |
| 1Y | +162.9% | -8.6% | +171.4% | +165.8% |
| 3Y | +95.9% | +71.9% | +24.1% | +21.2% |
| All | +238.0% | +50.7% | +187.3% | +132.2% |
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