+242.1%
CCEP vs SEI
+507.3%
-265.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.4% | -6.5% | -3.3% |
| 7D | -3.1% | +10.2% | -13.3% | -3.7% |
| 30D | -2.6% | -1.0% | -1.6% | -2.7% |
| 3M | +14.9% | -27.9% | +42.9% | +16.5% |
| 6M | +2.3% | +10.4% | -8.1% | +0.2% |
| YTD | +17.8% | +20.1% | -2.3% | +14.2% |
| 1Y | +24.2% | +109.7% | -85.5% | +13.7% |
| 3Y | +84.7% | +458.6% | -373.9% | +42.9% |
| 5Y | +103.2% | +775.3% | -672.1% | +41.1% |
| All | +242.1% | +507.3% | -265.2% | +128.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling