-24.7%
CLX vs SEI
+147.4%
-172.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.2% | +4.3% | -1.2% |
| 7D | -5.9% | +20.7% | -26.5% | -4.9% |
| 30D | -17.0% | +9.1% | -26.2% | -16.5% |
| 3M | -9.6% | -6.0% | -3.6% | -9.3% |
| 6M | -21.5% | +18.9% | -40.5% | -21.0% |
| YTD | -8.8% | +40.1% | -48.9% | -7.3% |
| 1Y | -24.7% | +120.6% | -145.3% | -15.2% |
| All | -24.7% | +147.4% | -172.1% | -15.2% |
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 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