+11.1%
SHW vs CBRE
+27.9%
-16.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.1% |
| 7D | +3.5% | +5.2% | -1.7% | +1.4% |
| 30D | +9.2% | +6.2% | +3.0% | +6.4% |
| 3M | -5.1% | -8.1% | +3.0% | -1.9% |
| 6M | +6.8% | -6.6% | +13.5% | +9.5% |
| YTD | +7.0% | -15.7% | +22.7% | +13.1% |
| 1Y | +4.1% | -9.7% | +13.8% | +6.5% |
| 3Y | +41.1% | +80.4% | -39.3% | +0.9% |
| All | +11.1% | +27.9% | -16.7% | -12.9% |
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