+2,226.3%
CLS vs SEI
+608.3%
+1,618.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.2% | +2.7% | -0.9% |
| 7D | +5.0% | +20.7% | -15.7% | -1.3% |
| 30D | +4.8% | +9.1% | -4.3% | +1.4% |
| 3M | -10.4% | -6.0% | -4.4% | -10.0% |
| 6M | +20.8% | +18.9% | +1.9% | +12.4% |
| YTD | +10.0% | +40.1% | -30.1% | -4.0% |
| 1Y | +28.5% | +120.6% | -92.1% | -1.8% |
| 3Y | +1,292.2% | +562.1% | +730.1% | +637.7% |
| 5Y | +3,616.8% | +954.5% | +2,662.3% | +1,518.7% |
| All | +2,226.3% | +608.3% | +1,618.0% | +888.2% |
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