+69.3%
CNC vs SEI
+647.2%
-577.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.8% | -6.6% | -1.1% |
| 7D | -4.9% | +28.2% | -33.1% | -6.2% |
| 30D | -3.8% | +15.5% | -19.2% | -4.7% |
| 3M | -3.2% | -1.4% | -1.9% | -3.7% |
| 6M | +47.9% | +37.4% | +10.5% | +44.0% |
| YTD | +55.7% | +47.8% | +7.9% | +50.6% |
| 1Y | +106.2% | +174.3% | -68.1% | +91.7% |
| 3Y | -2.1% | +598.5% | -600.5% | -24.3% |
| 5Y | +3.4% | +1,026.2% | -1,022.8% | -29.1% |
| All | +69.3% | +647.2% | -577.9% | +14.5% |
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