+33.3%
SHEL vs CBRE
-7.7%
+41.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.6% |
| 7D | +2.2% | -2.0% | +4.2% | +2.2% |
| 30D | +6.8% | -2.2% | +9.0% | +6.8% |
| 3M | +8.1% | +12.9% | -4.8% | +8.5% |
| 6M | +14.4% | +4.3% | +10.1% | +14.5% |
| YTD | +30.0% | -8.0% | +38.0% | +28.4% |
| 1Y | +33.3% | -8.6% | +41.9% | +30.4% |
| All | +33.3% | -7.7% | +41.0% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling