+180.6%
CEG vs SEI
+565.9%
-385.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +16.3% | -16.3% | -4.1% |
| 7D | +6.7% | +28.8% | -22.2% | -0.4% |
| 30D | +11.0% | +10.4% | +0.6% | +7.4% |
| 3M | +19.5% | -11.4% | +30.9% | +20.4% |
| 6M | -5.9% | +31.2% | -37.0% | -15.7% |
| YTD | -15.0% | +39.7% | -54.7% | -25.9% |
| 1Y | +0.6% | +149.0% | -148.3% | -25.5% |
| 3Y | +180.6% | +560.2% | -379.6% | +67.8% |
| All | +180.6% | +565.9% | -385.3% | +67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling