-46.0%
CCL vs SEI
+605.9%
-651.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | -1.2% | +10.5% | -11.6% | -3.7% |
| 30D | +13.1% | -8.0% | +21.1% | +13.0% |
| 3M | +3.4% | +6.7% | -3.4% | -2.4% |
| 6M | +18.7% | -17.0% | +35.7% | +16.9% |
| YTD | -2.3% | +39.7% | -41.9% | -19.4% |
| 1Y | +14.2% | +43.2% | -29.0% | -7.5% |
| 3Y | +133.6% | +676.3% | -542.8% | -15.3% |
| 5Y | +33.5% | +891.0% | -857.5% | -61.2% |
| All | -46.0% | +605.9% | -651.9% | -85.1% |
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