+290.4%
P vs CBRE
+25.7%
+264.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.5% | +4.9% | +4.0% |
| 7D | +17.8% | -2.8% | +20.6% | +19.2% |
| 30D | -29.9% | +2.2% | -32.1% | -31.0% |
| 3M | -1.2% | -10.1% | +8.9% | +2.8% |
| 6M | +32.1% | -8.0% | +40.1% | +34.4% |
| YTD | +64.3% | -17.6% | +81.9% | +74.4% |
| 1Y | +24.3% | -14.7% | +39.0% | +28.9% |
| 3Y | +203.2% | +80.4% | +122.9% | +102.1% |
| 5Y | +290.4% | +25.9% | +264.5% | +208.1% |
| All | +290.4% | +25.7% | +264.7% | +208.1% |
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 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