+232.4%
CCEP vs SEI
+644.4%
-412.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -0.4% |
| 7D | -2.8% | +22.6% | -25.4% | -4.1% |
| 30D | -4.0% | +9.1% | -13.1% | -4.7% |
| 3M | +5.2% | -11.3% | +16.5% | +5.3% |
| 6M | +2.7% | +22.0% | -19.3% | +0.1% |
| YTD | +14.5% | +47.3% | -32.8% | +9.5% |
| 1Y | +17.2% | +124.8% | -107.6% | +7.2% |
| 3Y | +79.3% | +591.3% | -511.9% | +36.7% |
| 5Y | +106.8% | +1,008.2% | -901.5% | +41.0% |
| All | +232.4% | +644.4% | -412.0% | +118.8% |
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