+29.2%
CB vs SEI
+21.1%
+8.1%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.7% | +1.4% |
| 7D | +0.7% | -10.8% | +11.5% | -0.1% |
| 30D | +8.2% | -19.0% | +27.2% | +6.8% |
| 3M | +6.3% | +5.8% | +0.5% | +8.4% |
| 6M | +16.2% | -14.9% | +31.1% | +17.0% |
| YTD | +19.3% | +35.4% | -16.1% | +26.1% |
| 1Y | +29.2% | +23.9% | +5.3% | +36.2% |
| All | +29.2% | +21.1% | +8.1% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling