+85.1%
OVV vs CBRE
+2,039.6%
-1,954.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -16.7% | +5.2% | -21.8% | -18.2% |
| 30D | -1.5% | +6.2% | -7.7% | -3.9% |
| 3M | +1.6% | -8.1% | +9.7% | +3.1% |
| 6M | +2.0% | -6.6% | +8.7% | +2.3% |
| YTD | +56.8% | -15.7% | +72.5% | +60.5% |
| 1Y | +64.8% | -9.7% | +74.5% | +64.8% |
| 3Y | +38.3% | +80.4% | -42.1% | +9.9% |
| 5Y | +84.9% | +27.0% | +57.9% | +62.8% |
| 10Y | +54.5% | +412.9% | -358.4% | +1.0% |
| All | +85.1% | +2,039.6% | -1,954.5% | -35.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling