+152.8%
SBUX vs CBRE
+387.8%
-235.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +0.2% | -4.6% | +4.8% | +2.2% |
| 30D | +19.1% | +3.0% | +16.1% | +17.4% |
| 3M | +3.6% | -8.7% | +12.4% | +6.9% |
| 6M | +5.1% | -7.9% | +13.0% | +7.5% |
| YTD | +32.9% | -16.3% | +49.2% | +39.6% |
| 1Y | +30.4% | -13.1% | +43.5% | +34.7% |
| 3Y | +13.0% | +83.1% | -70.2% | -18.7% |
| 5Y | +10.5% | +27.7% | -17.2% | -8.3% |
| 10Y | +152.8% | +386.9% | -234.1% | +28.8% |
| All | +152.8% | +387.8% | -235.0% | +28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling