+110.5%
CCEP vs SEI
+665.6%
-555.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | 0.0% |
| 7D | +5.4% | -10.8% | +16.2% | +5.2% |
| 30D | +12.8% | -19.0% | +31.8% | +12.5% |
| 3M | +10.9% | +5.8% | +5.1% | +11.2% |
| 6M | +25.6% | -14.9% | +40.5% | +25.7% |
| YTD | +31.0% | +35.4% | -4.4% | +31.3% |
| 1Y | +32.3% | +23.9% | +8.4% | +32.6% |
| 3Y | +110.5% | +661.3% | -550.8% | +103.9% |
| All | +110.5% | +665.6% | -555.1% | +103.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling