+130.7%
ONTO vs CBRE
+26.1%
+104.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.1% |
| 7D | +17.5% | -1.8% | +19.3% | +18.7% |
| 30D | -15.7% | +3.3% | -19.0% | -17.7% |
| 3M | -39.7% | -12.4% | -27.4% | -36.2% |
| 6M | -26.5% | -5.4% | -21.1% | -27.0% |
| YTD | +29.0% | -17.2% | +46.2% | +37.3% |
| 1Y | +57.0% | -13.1% | +70.0% | +61.1% |
| 3Y | +50.0% | +81.6% | -31.6% | -14.0% |
| All | +130.7% | +26.1% | +104.6% | +69.5% |
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