+112.6%
SPOT vs CBRE
+42.7%
+69.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.3% |
| 7D | -6.5% | -1.7% | -4.8% | -5.8% |
| 30D | +2.2% | -3.0% | +5.1% | +3.5% |
| 3M | +5.4% | +2.6% | +2.8% | +3.8% |
| 6M | -4.0% | +2.0% | -6.0% | -5.6% |
| YTD | -9.9% | -13.1% | +3.2% | -5.9% |
| 1Y | -27.3% | -13.8% | -13.5% | -24.1% |
| 3Y | +236.4% | +63.9% | +172.5% | +136.2% |
| 5Y | +112.6% | +42.3% | +70.3% | +55.8% |
| All | +112.6% | +42.7% | +69.9% | +55.8% |
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