+72.4%
UBER vs CBRE
+190.2%
-117.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -2.2% |
| 7D | -5.4% | -5.0% | -0.4% | -2.8% |
| 30D | -4.9% | -4.7% | -0.2% | -2.6% |
| 3M | +3.0% | +6.5% | -3.5% | -0.9% |
| 6M | -4.4% | +6.1% | -10.5% | -8.3% |
| YTD | -12.3% | -12.6% | +0.3% | -7.8% |
| 1Y | -24.3% | -15.3% | -9.0% | -19.5% |
| 3Y | +46.4% | +64.6% | -18.2% | +0.6% |
| 5Y | +79.7% | +45.0% | +34.7% | +31.7% |
| All | +72.4% | +190.2% | -117.8% | -23.0% |
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