+5,167.8%
WDC vs CBRE
+2,081.6%
+3,086.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.0% | +7.9% | +9.2% |
| 7D | -14.4% | +1.0% | -15.5% | -14.6% |
| 30D | -27.1% | +5.6% | -32.7% | -28.6% |
| 3M | -33.3% | -6.8% | -26.5% | -32.3% |
| 6M | -39.6% | -5.6% | -34.0% | -39.8% |
| YTD | +68.4% | -14.1% | +82.5% | +71.7% |
| 1Y | +78.2% | -9.5% | +87.6% | +78.3% |
| 3Y | +772.0% | +91.8% | +680.2% | +565.2% |
| 5Y | +584.9% | +30.3% | +554.6% | +494.9% |
| 10Y | +653.4% | +406.9% | +246.6% | +325.4% |
| All | +5,167.8% | +2,081.6% | +3,086.1% | +1,084.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling