+9,127.5%
QLD vs CBRE
+561.2%
+8,566.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | +0.6% | -2.0% | +2.5% | +1.4% |
| 30D | -0.1% | -2.2% | +2.1% | +0.6% |
| 3M | -8.4% | +12.9% | -21.3% | -14.3% |
| 6M | +32.2% | +4.3% | +27.9% | +27.9% |
| YTD | +28.9% | -8.0% | +36.9% | +30.9% |
| 1Y | +43.8% | -8.6% | +52.4% | +46.0% |
| 3Y | +176.6% | +71.9% | +104.7% | +109.4% |
| 5Y | +121.6% | +50.0% | +71.6% | +83.8% |
| 10Y | +1,652.9% | +390.1% | +1,262.9% | +785.3% |
| All | +9,127.5% | +561.2% | +8,566.3% | +2,879.1% |
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 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