+189.4%
WEC vs CBRE
+388.5%
-199.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.3% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +12.8% | +3.1% | +9.7% | +12.0% |
| 3M | +11.2% | -6.4% | +17.6% | +12.2% |
| 6M | +6.6% | -7.9% | +14.5% | +7.7% |
| YTD | +13.8% | -16.2% | +30.0% | +16.3% |
| 1Y | +7.6% | -11.2% | +18.9% | +8.6% |
| 3Y | +62.2% | +83.4% | -21.2% | +38.2% |
| 5Y | +52.0% | +28.4% | +23.5% | +37.0% |
| 10Y | +189.4% | +386.8% | -197.4% | +101.9% |
| All | +189.4% | +388.5% | -199.2% | +101.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling