+49.5%
TQQQ vs CBRE
-14.0%
+63.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.7% | +2.0% |
| 7D | -1.9% | -5.0% | +3.0% | -0.6% |
| 30D | -4.9% | -4.7% | -0.2% | -3.8% |
| 3M | -6.4% | +6.5% | -12.9% | -9.0% |
| 6M | +44.4% | +6.1% | +38.3% | +40.8% |
| YTD | +35.2% | -12.6% | +47.8% | +40.2% |
| 1Y | +49.5% | -15.3% | +64.8% | +50.5% |
| All | +49.5% | -14.0% | +63.5% | +50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling