+5.6%
CNC vs SEI
+999.8%
-994.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | +1.6% |
| 7D | -0.9% | +22.6% | -23.5% | -0.7% |
| 30D | -1.0% | +9.1% | -10.1% | -0.8% |
| 3M | +4.5% | -11.3% | +15.9% | +4.4% |
| 6M | +85.2% | +22.0% | +63.2% | +86.0% |
| YTD | +61.4% | +47.3% | +14.1% | +62.9% |
| 1Y | +94.9% | +124.8% | -29.9% | +99.1% |
| 3Y | 0.0% | +591.3% | -591.3% | -4.5% |
| All | +5.6% | +999.8% | -994.2% | -2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling