+807.8%
TRGP vs CBRE
+376.9%
+430.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.1% | +2.4% |
| 7D | +9.0% | -2.8% | +11.8% | +10.7% |
| 30D | +1.5% | +2.2% | -0.7% | -1.0% |
| 3M | +10.7% | -10.1% | +20.8% | +15.3% |
| 6M | +17.1% | -8.0% | +25.1% | +18.3% |
| YTD | +63.6% | -17.6% | +81.2% | +72.0% |
| 1Y | +77.0% | -14.7% | +91.7% | +81.6% |
| 3Y | +273.2% | +80.4% | +192.8% | +118.6% |
| 5Y | +508.6% | +25.9% | +482.7% | +340.9% |
| All | +807.8% | +376.9% | +430.8% | +256.3% |
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