+24.6%
CLF vs SEI
+21.1%
+3.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.2% | +6.1% | +5.1% |
| 7D | -9.1% | -10.8% | +1.8% | -7.5% |
| 30D | -0.9% | -19.0% | +18.1% | +1.7% |
| 3M | +3.0% | +5.8% | -2.8% | +2.1% |
| 6M | +16.7% | -14.9% | +31.6% | +17.2% |
| YTD | -3.2% | +35.4% | -38.6% | -12.2% |
| 1Y | +24.6% | +23.9% | +0.7% | +16.3% |
| All | +24.6% | +21.1% | +3.5% | +16.3% |
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 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