+136.5%
WMT vs CBRE
+82.7%
+53.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | +2.0% | -1.8% | +3.8% | +2.3% |
| 30D | +10.3% | +3.3% | +7.0% | +9.8% |
| 3M | +11.0% | -12.4% | +23.3% | +12.5% |
| 6M | -2.3% | -5.4% | +3.0% | -1.9% |
| YTD | +15.7% | -17.2% | +32.9% | +17.6% |
| 1Y | +26.0% | -13.1% | +39.1% | +26.8% |
| 3Y | +136.5% | +81.6% | +54.9% | +119.5% |
| All | +136.5% | +82.7% | +53.8% | +119.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling