-24.8%
CCL vs SEI
+105.8%
-130.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | -0.2% |
| 7D | -5.0% | +10.2% | -15.3% | -5.9% |
| 30D | -20.3% | -1.0% | -19.3% | -20.4% |
| 3M | -15.1% | -27.9% | +12.8% | -12.8% |
| 6M | -15.1% | +10.4% | -25.5% | -17.3% |
| YTD | -21.8% | +20.1% | -41.9% | -24.5% |
| 1Y | -24.8% | +109.7% | -134.5% | -29.3% |
| All | -24.8% | +105.8% | -130.6% | -29.3% |
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