+803.8%
TRGP vs CBRE
+387.8%
+416.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.8% |
| 7D | +2.4% | -4.6% | +7.0% | +5.1% |
| 30D | +0.8% | +3.0% | -2.1% | -2.0% |
| 3M | +10.4% | -8.7% | +19.1% | +14.0% |
| 6M | +16.3% | -7.9% | +24.1% | +17.4% |
| YTD | +61.1% | -16.3% | +77.4% | +68.0% |
| 1Y | +71.6% | -13.1% | +84.7% | +74.2% |
| 3Y | +267.5% | +83.1% | +184.3% | +113.6% |
| 5Y | +488.1% | +27.7% | +460.4% | +322.8% |
| 10Y | +803.8% | +386.9% | +416.9% | +250.6% |
| All | +803.8% | +387.8% | +416.0% | +250.6% |
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