+121.5%
CLF vs SEI
+605.9%
-484.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -2.9% |
| 7D | +10.4% | +10.5% | -0.1% | +7.1% |
| 30D | +0.6% | -8.0% | +8.6% | +2.3% |
| 3M | +4.1% | +6.7% | -2.6% | -0.1% |
| 6M | +15.1% | -17.0% | +32.1% | +15.6% |
| YTD | -4.7% | +39.7% | -44.4% | -21.8% |
| 1Y | +20.4% | +43.2% | -22.8% | -2.8% |
| 3Y | -23.4% | +676.3% | -699.7% | -72.5% |
| 5Y | -43.3% | +891.0% | -934.3% | -83.8% |
| All | +121.5% | +605.9% | -484.4% | -37.5% |
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