+972.4%
SWKS vs CBRE
+2,234.5%
-1,262.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | +12.5% | -2.0% | +14.5% | +13.1% |
| 30D | +10.5% | -2.2% | +12.7% | +11.0% |
| 3M | -7.4% | +12.9% | -20.3% | -11.5% |
| 6M | +32.7% | +4.3% | +28.4% | +29.7% |
| YTD | +19.2% | -8.0% | +27.2% | +20.6% |
| 1Y | +2.4% | -8.6% | +10.9% | +3.6% |
| 3Y | -25.6% | +71.9% | -97.5% | -39.0% |
| 5Y | -53.4% | +50.0% | -103.4% | -60.2% |
| 10Y | +23.2% | +390.1% | -366.9% | -27.9% |
| All | +972.4% | +2,234.5% | -1,262.1% | +140.5% |
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