+49.2%
CF vs SEI
+26.3%
+22.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.5% |
| 7D | +4.8% | -10.8% | +15.6% | +4.5% |
| 30D | +9.7% | -19.0% | +28.7% | +9.1% |
| 3M | +1.2% | +5.8% | -4.5% | +2.6% |
| 6M | +7.4% | -14.9% | +22.3% | +8.7% |
| YTD | +60.5% | +35.4% | +25.1% | +66.3% |
| All | +49.2% | +26.3% | +22.9% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling