+11.4%
CLX vs SEI
+605.9%
-594.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.2% | +1.2% |
| 7D | +9.5% | +10.5% | -1.0% | +9.6% |
| 30D | +30.7% | -8.0% | +38.7% | +30.7% |
| 3M | +4.2% | +6.7% | -2.5% | +4.4% |
| 6M | +22.1% | -17.0% | +39.1% | +22.3% |
| YTD | +14.1% | +39.7% | -25.6% | +14.3% |
| 1Y | +10.3% | +43.2% | -32.9% | +10.6% |
| 3Y | -7.8% | +676.3% | -684.1% | -7.8% |
| 5Y | -20.8% | +891.0% | -911.9% | -20.7% |
| All | +11.4% | +605.9% | -594.5% | +10.4% |
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