+5,157.2%
WDC vs CBRE
+2,028.3%
+3,129.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.6% |
| 7D | -16.7% | -0.5% | -16.2% | -16.5% |
| 30D | -27.2% | +3.1% | -30.3% | -28.1% |
| 3M | -34.0% | -6.4% | -27.6% | -33.1% |
| 6M | -39.7% | -7.9% | -31.8% | -39.4% |
| YTD | +68.1% | -16.2% | +84.2% | +72.8% |
| 1Y | +66.3% | -11.2% | +77.5% | +67.5% |
| 3Y | +754.4% | +83.4% | +671.0% | +561.6% |
| 5Y | +595.8% | +28.4% | +567.3% | +507.3% |
| 10Y | +660.4% | +386.8% | +273.6% | +334.9% |
| All | +5,157.2% | +2,028.3% | +3,129.0% | +1,091.8% |
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