+48.2%
OVV vs CBRE
+397.3%
-349.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -16.7% | +5.2% | -21.8% | -19.9% |
| 30D | -1.5% | +6.2% | -7.7% | -6.6% |
| 3M | +1.6% | -8.1% | +9.7% | +4.5% |
| 6M | +2.0% | -6.6% | +8.7% | +2.0% |
| YTD | +56.8% | -15.7% | +72.5% | +62.9% |
| 1Y | +64.8% | -9.7% | +74.5% | +62.1% |
| 3Y | +38.3% | +80.4% | -42.1% | -24.7% |
| 5Y | +84.9% | +27.0% | +57.9% | +27.9% |
| All | +48.2% | +397.3% | -349.1% | -42.1% |
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 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