+158.3%
OVV vs CBRE
+50.7%
+107.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | +0.3% | -2.0% | +2.2% | +0.9% |
| 30D | +11.7% | -2.2% | +13.9% | +12.1% |
| 3M | +9.8% | +12.9% | -3.1% | +3.3% |
| 6M | +26.6% | +4.3% | +22.3% | +21.9% |
| YTD | +67.0% | -8.0% | +75.1% | +68.1% |
| 1Y | +55.9% | -8.6% | +64.5% | +56.5% |
| 3Y | +45.5% | +71.9% | -26.4% | +1.2% |
| All | +158.3% | +50.7% | +107.6% | +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 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