+98.4%
CNP vs SEI
+613.6%
-515.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | -0.1% |
| 7D | +2.5% | +27.6% | -25.1% | +0.2% |
| 30D | +4.0% | -17.1% | +21.2% | +5.0% |
| 3M | +1.6% | +4.6% | -2.9% | +0.2% |
| 6M | -1.7% | -15.1% | +13.4% | -2.2% |
| YTD | +8.6% | +41.2% | -32.5% | +1.8% |
| 1Y | +5.8% | +37.5% | -31.7% | -1.0% |
| 3Y | +63.0% | +693.7% | -630.7% | +11.3% |
| 5Y | +74.7% | +901.7% | -827.1% | +8.7% |
| All | +98.4% | +613.6% | -515.2% | +13.0% |
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