+36.8%
CCEP vs SEI
+18.6%
+18.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -16.9% | +20.7% | +2.3% |
| 7D | +4.2% | -16.4% | +20.7% | +2.9% |
| 30D | +14.2% | -22.9% | +37.1% | +12.5% |
| 3M | +9.1% | -0.3% | +9.4% | +9.6% |
| 6M | +26.9% | -22.3% | +49.2% | +25.7% |
| YTD | +29.1% | +26.2% | +2.9% | +31.4% |
| 1Y | +36.8% | +8.2% | +28.6% | +38.2% |
| All | +36.8% | +18.6% | +18.2% | +38.2% |
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