-15.0%
ZBH vs CBRE
+25.7%
-40.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.2% |
| 7D | -2.1% | -2.8% | +0.7% | -1.3% |
| 30D | +13.6% | +2.2% | +11.3% | +12.8% |
| 3M | +7.1% | -10.1% | +17.2% | +10.4% |
| 6M | +26.1% | -8.0% | +34.1% | +28.7% |
| YTD | +17.2% | -17.6% | +34.8% | +22.3% |
| 1Y | +17.4% | -14.7% | +32.1% | +21.0% |
| 3Y | +2.0% | +80.4% | -78.3% | -21.7% |
| 5Y | -15.0% | +25.9% | -40.8% | -27.3% |
| All | -15.0% | +25.7% | -40.7% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling