+2,071.0%
STX vs CBRE
+421.6%
+1,649.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.0% | +7.8% | +9.0% |
| 7D | -14.8% | +1.0% | -15.8% | -15.0% |
| 30D | -35.4% | +5.6% | -41.0% | -36.9% |
| 3M | -37.7% | -6.8% | -30.9% | -36.6% |
| 6M | -35.2% | -5.6% | -29.7% | -35.5% |
| YTD | +84.4% | -14.1% | +98.5% | +88.3% |
| 1Y | +82.3% | -9.5% | +91.7% | +81.5% |
| 3Y | +646.2% | +91.8% | +554.5% | +413.0% |
| 5Y | +487.4% | +30.3% | +457.1% | +371.5% |
| 10Y | +2,071.0% | +406.9% | +1,664.2% | +908.6% |
| All | +2,071.0% | +421.6% | +1,649.4% | +908.6% |
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