+217.3%
CB vs SEI
+584.5%
-367.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.7% | +1.6% |
| 7D | +0.7% | -10.8% | +11.5% | +1.2% |
| 30D | +8.2% | -19.0% | +27.2% | +9.1% |
| 3M | +6.3% | +5.8% | +0.5% | +4.6% |
| 6M | +16.2% | -14.9% | +31.1% | +15.3% |
| YTD | +19.3% | +35.4% | -16.1% | +12.2% |
| 1Y | +29.2% | +23.9% | +5.3% | +22.0% |
| 3Y | +71.4% | +661.3% | -589.9% | +15.8% |
| 5Y | +104.2% | +822.2% | -718.0% | +25.7% |
| All | +217.3% | +584.5% | -367.1% | +84.5% |
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