+1,312.5%
CLS vs SEI
+565.9%
+746.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +16.3% | -10.6% | -0.1% |
| 7D | +12.8% | +28.8% | -16.1% | +2.7% |
| 30D | +3.8% | +10.4% | -6.5% | -0.3% |
| 3M | -14.6% | -11.4% | -3.2% | -12.3% |
| 6M | +32.2% | +31.2% | +1.1% | +17.8% |
| YTD | +11.6% | +39.7% | -28.1% | -4.2% |
| 1Y | +35.1% | +149.0% | -113.9% | -3.8% |
| 3Y | +1,312.5% | +560.2% | +752.4% | +778.7% |
| All | +1,312.5% | +565.9% | +746.6% | +778.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling