+252.8%
SPOT vs CBRE
+199.7%
+53.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.1% | +0.1% |
| 7D | -3.1% | -5.0% | +1.9% | -1.2% |
| 30D | +7.4% | -4.7% | +12.1% | +9.2% |
| 3M | +8.2% | +6.5% | +1.7% | +5.4% |
| 6M | +2.2% | +6.1% | -3.8% | -0.6% |
| YTD | -9.5% | -12.6% | +3.1% | -6.2% |
| 1Y | -23.8% | -15.3% | -8.5% | -20.5% |
| 3Y | +233.5% | +64.6% | +168.9% | +162.1% |
| 5Y | +112.2% | +45.0% | +67.2% | +72.3% |
| All | +252.8% | +199.7% | +53.2% | +113.7% |
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