+3,416.3%
SHW vs CBRE
+2,039.6%
+1,376.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +3.5% | +5.2% | -1.7% | +2.4% |
| 30D | +9.2% | +6.2% | +3.0% | +7.8% |
| 3M | -5.1% | -8.1% | +3.0% | -3.4% |
| 6M | +6.8% | -6.6% | +13.5% | +8.4% |
| YTD | +7.0% | -15.7% | +22.7% | +10.4% |
| 1Y | +4.1% | -9.7% | +13.8% | +5.8% |
| 3Y | +41.1% | +80.4% | -39.3% | +22.4% |
| 5Y | +12.9% | +27.0% | -14.2% | +4.8% |
| 10Y | +366.3% | +412.9% | -46.6% | +220.7% |
| All | +3,416.3% | +2,039.6% | +1,376.6% | +1,693.2% |
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