-53.1%
TE vs CBRE
+131.9%
-185.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.2% | 0.0% |
| 7D | +0.2% | -5.0% | +5.2% | +1.8% |
| 30D | -5.9% | -4.7% | -1.2% | -4.6% |
| 3M | -45.6% | +6.5% | -52.1% | -47.5% |
| 6M | -43.4% | +6.1% | -49.4% | -45.4% |
| YTD | -31.0% | -12.6% | -18.4% | -29.0% |
| 1Y | +145.2% | -15.3% | +160.5% | +154.2% |
| 3Y | -24.1% | +64.6% | -88.7% | -37.4% |
| 5Y | -48.1% | +45.0% | -93.1% | -57.1% |
| All | -53.1% | +131.9% | -185.0% | -61.4% |
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