+109.0%
CCEP vs SEI
+1,021.5%
-912.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.8% | -8.4% | -2.6% |
| 7D | -3.7% | +28.2% | -31.9% | -3.9% |
| 30D | -2.1% | +15.5% | -17.6% | -2.2% |
| 3M | +7.2% | -1.4% | +8.5% | +7.1% |
| 6M | +3.3% | +37.4% | -34.1% | +2.4% |
| YTD | +15.7% | +47.8% | -32.1% | +14.2% |
| 1Y | +16.6% | +174.3% | -157.7% | +12.3% |
| 3Y | +84.3% | +598.5% | -514.2% | +63.8% |
| 5Y | +109.0% | +1,026.2% | -917.2% | +66.7% |
| All | +109.0% | +1,021.5% | -912.5% | +66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling