+212.5%
CB vs SEI
+592.7%
-380.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.4% | -8.8% | -1.0% |
| 7D | -1.5% | -4.3% | +2.8% | -1.5% |
| 30D | +6.5% | -18.0% | +24.6% | +7.4% |
| 3M | +4.1% | +8.2% | -4.2% | +2.3% |
| 6M | +14.4% | -13.9% | +28.3% | +13.5% |
| YTD | +17.5% | +37.0% | -19.5% | +10.4% |
| 1Y | +27.5% | +24.5% | +3.1% | +20.4% |
| 3Y | +71.6% | +681.1% | -609.5% | +15.5% |
| 5Y | +100.6% | +787.5% | -686.9% | +24.6% |
| All | +212.5% | +592.7% | -380.2% | +81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling