+64.7%
OVV vs CBRE
-11.8%
+76.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.0% |
| 7D | +1.2% | -4.6% | +5.9% | +0.4% |
| 30D | -2.5% | +3.0% | -5.5% | -1.8% |
| 3M | +0.5% | -8.7% | +9.2% | -0.3% |
| 6M | +8.5% | -7.9% | +16.4% | +8.3% |
| YTD | +64.5% | -16.3% | +80.8% | +62.6% |
| 1Y | +64.7% | -13.1% | +77.8% | +61.8% |
| All | +64.7% | -11.8% | +76.5% | +61.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling