+223.0%
CB vs SEI
+605.9%
-382.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.1% | +1.1% |
| 7D | +2.9% | +10.5% | -7.5% | +2.2% |
| 30D | +7.3% | -8.0% | +15.3% | +7.3% |
| 3M | +9.4% | +6.7% | +2.7% | +7.6% |
| 6M | +19.6% | -17.0% | +36.7% | +19.1% |
| YTD | +21.5% | +39.7% | -18.2% | +14.0% |
| 1Y | +28.0% | +43.2% | -15.2% | +19.3% |
| 3Y | +74.9% | +676.3% | -601.5% | +18.0% |
| 5Y | +108.1% | +891.0% | -782.9% | +26.9% |
| All | +223.0% | +605.9% | -382.9% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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