-71.6%
OPEN vs CBRE
+201.3%
-272.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.8% | +1.2% | +1.0% |
| 7D | +1.0% | -1.5% | +2.5% | +2.2% |
| 30D | -11.9% | -4.0% | -7.9% | -8.7% |
| 3M | -28.8% | +8.0% | -36.8% | -34.1% |
| 6M | -38.6% | +4.0% | -42.6% | -41.5% |
| YTD | -47.3% | -11.5% | -35.8% | -42.8% |
| 1Y | -49.2% | -13.0% | -36.2% | -43.8% |
| 3Y | -18.8% | +66.9% | -85.7% | -51.9% |
| 5Y | -83.6% | +45.0% | -128.7% | -89.6% |
| All | -71.6% | +201.3% | -272.9% | -82.2% |
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 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