+197.9%
WEC vs CBRE
+379.0%
-181.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +2.3% | -1.8% | +4.1% | +2.7% |
| 30D | +11.1% | +3.3% | +7.8% | +10.2% |
| 3M | +8.4% | -12.4% | +20.8% | +10.8% |
| 6M | +7.5% | -5.4% | +12.9% | +8.0% |
| YTD | +15.3% | -17.2% | +32.5% | +18.2% |
| 1Y | +9.7% | -13.1% | +22.8% | +11.2% |
| 3Y | +64.7% | +81.6% | -16.9% | +40.5% |
| 5Y | +57.3% | +26.4% | +30.8% | +42.1% |
| All | +197.9% | +379.0% | -181.1% | +108.8% |
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 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