+19.4%
SYY vs CBRE
+42.7%
-23.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.6% |
| 7D | -0.2% | -1.7% | +1.4% | +0.1% |
| 30D | -2.7% | -3.0% | +0.2% | -2.2% |
| 3M | +5.9% | +2.6% | +3.3% | +4.7% |
| 6M | -2.3% | +2.0% | -4.3% | -3.5% |
| YTD | +13.1% | -13.1% | +26.2% | +15.8% |
| 1Y | +3.8% | -13.8% | +17.6% | +6.3% |
| 3Y | +26.7% | +63.9% | -37.1% | +1.2% |
| 5Y | +19.4% | +42.3% | -22.9% | -0.5% |
| All | +19.4% | +42.7% | -23.3% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling