+245.0%
CG vs SEI
+608.3%
-363.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.2% | +2.8% | -1.3% |
| 7D | -9.8% | +20.7% | -30.5% | -13.7% |
| 30D | -10.3% | +9.1% | -19.4% | -12.8% |
| 3M | -1.7% | -6.0% | +4.3% | -2.8% |
| 6M | -9.8% | +18.9% | -28.7% | -16.5% |
| YTD | -25.6% | +40.1% | -65.7% | -34.4% |
| 1Y | -32.5% | +120.6% | -153.2% | -47.3% |
| 3Y | +45.6% | +562.1% | -516.5% | -20.4% |
| 5Y | +3.7% | +954.5% | -950.8% | -52.1% |
| All | +245.0% | +608.3% | -363.4% | +51.3% |
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