+3,535.4%
SHW vs CBRE
+2,024.9%
+1,510.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -2.1% | -4.6% | +2.5% | -1.1% |
| 30D | +11.1% | +3.0% | +8.1% | +10.4% |
| 3M | -2.2% | -8.7% | +6.6% | -0.2% |
| 6M | +14.3% | -7.9% | +22.2% | +16.3% |
| YTD | +10.6% | -16.3% | +26.9% | +14.3% |
| 1Y | +4.1% | -13.1% | +17.2% | +6.7% |
| 3Y | +42.9% | +83.1% | -40.3% | +23.6% |
| 5Y | +14.2% | +27.7% | -13.5% | +5.9% |
| 10Y | +346.7% | +386.9% | -40.2% | +210.2% |
| All | +3,535.4% | +2,024.9% | +1,510.5% | +1,757.0% |
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