+992.6%
WDC vs CBRE
+45.8%
+946.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.8% | +5.9% | +3.7% |
| 7D | +6.0% | -1.5% | +7.5% | +6.5% |
| 30D | +9.9% | -4.0% | +13.9% | +11.2% |
| 3M | -9.4% | +8.0% | -17.4% | -14.5% |
| 6M | +94.7% | +4.0% | +90.8% | +86.1% |
| YTD | +177.4% | -11.5% | +188.9% | +183.7% |
| 1Y | +412.6% | -13.0% | +425.6% | +425.3% |
| 3Y | +1,359.8% | +66.9% | +1,292.9% | +881.3% |
| 5Y | +992.6% | +45.0% | +947.5% | +686.2% |
| All | +992.6% | +45.8% | +946.8% | +686.2% |
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