+34.0%
CCL vs SEI
+867.5%
-833.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.3% |
| 7D | -0.3% | +27.6% | -27.9% | -4.2% |
| 30D | +10.3% | -17.1% | +27.5% | +12.2% |
| 3M | +6.6% | +4.6% | +2.0% | +3.4% |
| 6M | +20.0% | -15.1% | +35.1% | +18.9% |
| YTD | -1.9% | +41.2% | -43.1% | -12.8% |
| 1Y | +10.4% | +37.5% | -27.1% | -1.9% |
| 3Y | +134.8% | +693.7% | -558.8% | +24.7% |
| 5Y | +34.0% | +901.7% | -867.7% | -44.2% |
| All | +34.0% | +867.5% | -833.5% | -44.2% |
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 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