+76.2%
UBER vs CBRE
+42.7%
+33.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -1.9% |
| 7D | -7.0% | -1.7% | -5.3% | -6.3% |
| 30D | -8.9% | -3.0% | -5.9% | -7.6% |
| 3M | +1.0% | +2.6% | -1.6% | -0.7% |
| 6M | -3.7% | +2.0% | -5.7% | -5.6% |
| YTD | -13.0% | -13.1% | +0.1% | -8.4% |
| 1Y | -25.5% | -13.8% | -11.7% | -21.6% |
| 3Y | +50.5% | +63.9% | -13.4% | -0.7% |
| 5Y | +76.2% | +42.3% | +33.8% | +28.5% |
| All | +76.2% | +42.7% | +33.5% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling