+18.9%
CCEP vs SEI
+147.4%
-128.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.2% | +4.3% | -1.3% |
| 7D | -5.7% | +20.7% | -26.4% | -4.5% |
| 30D | -3.4% | +9.1% | -12.5% | -2.7% |
| 3M | +5.5% | -6.0% | +11.5% | +5.4% |
| 6M | +2.2% | +18.9% | -16.7% | +3.9% |
| YTD | +14.6% | +40.1% | -25.5% | +18.6% |
| 1Y | +18.9% | +120.6% | -101.7% | +32.2% |
| All | +18.9% | +147.4% | -128.5% | +32.2% |
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