+3,676.0%
STX vs CBRE
+378.3%
+3,297.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.8% | +10.3% | +8.0% |
| 7D | +10.7% | -1.5% | +12.3% | +11.2% |
| 30D | +11.3% | -4.0% | +15.3% | +12.4% |
| 3M | +3.2% | +8.0% | -4.8% | -2.2% |
| 6M | +157.0% | +4.0% | +153.0% | +145.9% |
| YTD | +229.2% | -11.5% | +240.7% | +234.1% |
| 1Y | +381.8% | -13.0% | +394.8% | +389.6% |
| 3Y | +1,383.2% | +66.9% | +1,316.3% | +994.0% |
| 5Y | +1,144.9% | +45.0% | +1,099.8% | +862.6% |
| 10Y | +3,676.0% | +385.0% | +3,291.0% | +1,611.4% |
| All | +3,676.0% | +378.3% | +3,297.7% | +1,611.4% |
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 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