+8,395.0%
WDC vs CBRE
+2,234.5%
+6,160.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.1% |
| 7D | +1.7% | -2.0% | +3.7% | +2.3% |
| 30D | -10.0% | -2.2% | -7.8% | -9.5% |
| 3M | -18.8% | +12.9% | -31.7% | -23.3% |
| 6M | +79.0% | +4.3% | +74.7% | +73.2% |
| YTD | +171.6% | -8.0% | +179.6% | +172.0% |
| 1Y | +417.4% | -8.6% | +425.9% | +416.8% |
| 3Y | +1,251.8% | +71.9% | +1,179.9% | +973.3% |
| 5Y | +911.7% | +50.0% | +861.7% | +742.3% |
| 10Y | +1,399.6% | +390.1% | +1,009.6% | +754.8% |
| All | +8,395.0% | +2,234.5% | +6,160.5% | +1,775.7% |
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