+120.1%
CDE vs SEI
+644.4%
-524.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.1% | -3.9% | -0.2% |
| 7D | -3.1% | +22.6% | -25.7% | -8.8% |
| 30D | +9.5% | +9.1% | +0.4% | +6.0% |
| 3M | +25.5% | -11.3% | +36.8% | +26.7% |
| 6M | -7.9% | +22.0% | -29.9% | -15.5% |
| YTD | +15.6% | +47.3% | -31.7% | -0.2% |
| 1Y | +34.0% | +124.8% | -90.7% | +2.5% |
| 3Y | +791.9% | +591.3% | +200.6% | +311.0% |
| 5Y | +197.7% | +1,008.2% | -810.5% | +12.8% |
| All | +120.1% | +644.4% | -524.3% | -20.2% |
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 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