+295.5%
SPGI vs CBRE
+378.3%
-82.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.8% | +0.6% | -1.6% |
| 7D | -2.5% | -1.5% | -1.0% | -1.8% |
| 30D | +5.4% | -4.0% | +9.4% | +7.1% |
| 3M | +9.0% | +8.0% | +1.0% | +5.3% |
| 6M | +0.8% | +4.0% | -3.2% | -1.3% |
| YTD | -12.6% | -11.5% | -1.0% | -9.0% |
| 1Y | -16.1% | -13.0% | -3.1% | -12.2% |
| 3Y | +19.0% | +66.9% | -47.9% | -8.6% |
| 5Y | +5.1% | +45.0% | -40.0% | -15.9% |
| 10Y | +295.5% | +385.0% | -89.6% | +92.6% |
| All | +295.5% | +378.3% | -82.9% | +92.6% |
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