+97.4%
CB vs SEI
+924.7%
-827.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +16.3% | -17.7% | -1.6% |
| 7D | -0.6% | +28.8% | -29.5% | -0.8% |
| 30D | -3.9% | +10.4% | -14.3% | -4.0% |
| 3M | +4.9% | -11.4% | +16.3% | +5.1% |
| 6M | +3.3% | +31.2% | -27.9% | +2.3% |
| YTD | +8.5% | +39.7% | -31.2% | +7.0% |
| 1Y | +22.1% | +149.0% | -126.9% | +17.0% |
| 3Y | +70.1% | +560.2% | -490.1% | +43.9% |
| 5Y | +97.4% | +955.7% | -858.3% | +50.2% |
| All | +97.4% | +924.7% | -827.3% | +50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling