+13,310.3%
STX vs CBRE
+2,234.5%
+11,075.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +6.5% |
| 7D | +2.4% | -2.0% | +4.3% | +2.9% |
| 30D | +1.4% | -2.2% | +3.6% | +1.7% |
| 3M | -8.2% | +12.9% | -21.1% | -12.9% |
| 6M | +127.0% | +4.3% | +122.7% | +120.0% |
| YTD | +209.1% | -8.0% | +217.2% | +209.1% |
| 1Y | +365.4% | -8.6% | +374.0% | +364.2% |
| 3Y | +1,135.4% | +71.9% | +1,063.5% | +902.5% |
| 5Y | +991.5% | +50.0% | +941.5% | +820.1% |
| 10Y | +3,695.8% | +390.1% | +3,305.8% | +2,070.6% |
| All | +13,310.3% | +2,234.5% | +11,075.8% | +2,616.9% |
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