-84.0%
OPEN vs CBRE
+50.7%
-134.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.4% |
| 7D | -4.3% | -2.0% | -2.3% | -2.2% |
| 30D | -16.2% | -2.2% | -14.0% | -14.2% |
| 3M | -36.4% | +12.9% | -49.3% | -45.7% |
| 6M | -35.5% | +4.3% | -39.8% | -40.0% |
| YTD | -46.0% | -8.0% | -37.9% | -43.3% |
| 1Y | -47.1% | -8.6% | -38.6% | -44.0% |
| 3Y | -19.0% | +71.9% | -90.9% | -66.0% |
| All | -84.0% | +50.7% | -134.7% | -92.1% |
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 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