+0.7%
OXY vs CBRE
+82.7%
-82.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | +4.2% | -1.8% | +6.0% | +4.3% |
| 30D | -4.3% | +3.3% | -7.6% | -4.8% |
| 3M | +2.3% | -12.4% | +14.6% | +3.4% |
| 6M | +5.5% | -5.4% | +10.9% | +5.5% |
| YTD | +44.9% | -17.2% | +62.1% | +47.5% |
| 1Y | +42.6% | -13.1% | +55.7% | +43.0% |
| 3Y | +0.7% | +81.6% | -80.8% | -18.2% |
| All | +0.7% | +82.7% | -82.0% | -18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling