+67.6%
UBER vs CBRE
+175.0%
-107.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | +1.6% | -1.8% | +3.4% | +2.6% |
| 30D | +0.6% | +3.3% | -2.7% | -1.4% |
| 3M | -8.2% | -12.4% | +4.2% | -2.0% |
| 6M | -6.7% | -5.4% | -1.4% | -5.1% |
| YTD | -14.7% | -17.2% | +2.5% | -8.1% |
| 1Y | -24.1% | -13.1% | -11.0% | -20.6% |
| 3Y | +33.4% | +81.6% | -48.2% | -14.1% |
| 5Y | +54.5% | +26.4% | +28.0% | +21.7% |
| All | +67.6% | +175.0% | -107.3% | -23.3% |
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