+46.0%
SWKS vs CBRE
+387.8%
-341.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.2% | +6.1% | +6.0% |
| 7D | +5.7% | -4.6% | +10.3% | +8.2% |
| 30D | +17.3% | +3.0% | +14.4% | +14.7% |
| 3M | +28.3% | -8.7% | +37.0% | +32.4% |
| 6M | +26.1% | -7.9% | +33.9% | +28.4% |
| YTD | +41.1% | -16.3% | +57.4% | +48.8% |
| 1Y | +31.4% | -13.1% | +44.5% | +35.6% |
| 3Y | +7.3% | +83.1% | -75.8% | -28.6% |
| 5Y | -37.7% | +27.7% | -65.4% | -50.5% |
| 10Y | +46.0% | +386.9% | -340.9% | -38.0% |
| All | +46.0% | +387.8% | -341.7% | -38.0% |
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