+18.5%
CCI vs SEI
+644.4%
-625.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.1% | -2.7% | +2.2% |
| 7D | -0.3% | +22.6% | -22.9% | -1.0% |
| 30D | +2.2% | +9.1% | -6.9% | +1.8% |
| 3M | -16.9% | -11.3% | -5.5% | -16.7% |
| 6M | -11.5% | +22.0% | -33.6% | -12.9% |
| YTD | -12.8% | +47.3% | -60.1% | -15.2% |
| 1Y | -17.1% | +124.8% | -141.8% | -21.2% |
| 3Y | -9.6% | +591.3% | -600.9% | -23.7% |
| 5Y | -48.9% | +1,008.2% | -1,057.2% | -59.4% |
| All | +18.5% | +644.4% | -625.9% | -10.7% |
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 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