+37.6%
WMB vs CBRE
-12.5%
+50.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.8% | +6.0% | +1.9% |
| 7D | +0.8% | -1.5% | +2.3% | +0.7% |
| 30D | +7.7% | -4.0% | +11.7% | +7.5% |
| 3M | +6.7% | +8.0% | -1.3% | +7.3% |
| 6M | +3.6% | +4.0% | -0.3% | +3.8% |
| YTD | +28.0% | -11.5% | +39.5% | +25.4% |
| 1Y | +37.6% | -13.0% | +50.6% | +35.1% |
| All | +37.6% | -12.5% | +50.1% | +35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling