-61.7%
ZM vs CBRE
+25.7%
-87.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.3% |
| 7D | +10.0% | -2.8% | +12.8% | +11.5% |
| 30D | -0.5% | +2.2% | -2.7% | -2.0% |
| 3M | -7.1% | -10.1% | +3.0% | -2.9% |
| 6M | -5.1% | -8.0% | +2.9% | -2.4% |
| YTD | +13.2% | -17.6% | +30.8% | +21.4% |
| 1Y | +15.3% | -14.7% | +30.1% | +21.4% |
| 3Y | +57.4% | +80.4% | -22.9% | +1.5% |
| 5Y | -61.7% | +25.9% | -87.6% | -74.9% |
| All | -61.7% | +25.7% | -87.4% | -74.9% |
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 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