+264.0%
SPOT vs CBRE
+215.3%
+48.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.9% |
| 7D | -0.9% | -2.0% | +1.0% | -0.3% |
| 30D | +12.5% | -2.2% | +14.7% | +13.2% |
| 3M | +9.9% | +12.9% | -3.0% | +4.8% |
| 6M | +1.6% | +4.3% | -2.7% | -0.6% |
| YTD | -6.6% | -8.0% | +1.5% | -5.1% |
| 1Y | -22.9% | -8.6% | -14.4% | -21.8% |
| 3Y | +244.3% | +71.9% | +172.4% | +166.4% |
| 5Y | +117.8% | +50.0% | +67.8% | +74.5% |
| All | +264.0% | +215.3% | +48.7% | +116.4% |
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