+607.3%
CEG vs SEI
+854.3%
-247.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.2% | +2.5% | -1.5% |
| 7D | +0.3% | +20.7% | -20.3% | -4.4% |
| 30D | +2.9% | +9.1% | -6.2% | +0.1% |
| 3M | +18.2% | -6.0% | +24.2% | +17.3% |
| 6M | -9.5% | +18.9% | -28.5% | -16.0% |
| YTD | -18.7% | +40.1% | -58.8% | -28.1% |
| 1Y | -10.1% | +120.6% | -130.8% | -29.1% |
| 3Y | +168.3% | +562.1% | -393.8% | +64.2% |
| All | +607.3% | +854.3% | -247.0% | +396.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling