+8.7%
CLX vs SEI
+616.9%
-608.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.7% | -4.5% | +0.3% |
| 7D | +7.8% | +12.4% | -4.7% | +8.0% |
| 30D | +28.5% | -18.3% | +46.8% | +28.4% |
| 3M | +1.3% | +10.4% | -9.1% | +1.5% |
| 6M | +23.4% | -12.9% | +36.3% | +23.6% |
| YTD | +11.4% | +41.8% | -30.5% | +11.6% |
| 1Y | +6.9% | +30.3% | -23.4% | +7.2% |
| 3Y | -9.8% | +697.3% | -707.1% | -9.7% |
| 5Y | -22.7% | +877.0% | -899.6% | -22.5% |
| All | +8.7% | +616.9% | -608.1% | +7.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling