+53.1%
CNP vs SEI
+565.9%
-512.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +16.3% | -15.2% | +1.0% |
| 7D | +1.6% | +28.8% | -27.2% | +1.5% |
| 30D | -0.8% | +10.4% | -11.1% | -0.9% |
| 3M | -3.6% | -11.4% | +7.9% | -3.5% |
| 6M | -6.9% | +31.2% | -38.1% | -7.4% |
| YTD | +6.4% | +39.7% | -33.3% | +5.7% |
| 1Y | +9.9% | +149.0% | -139.0% | +7.6% |
| 3Y | +53.1% | +560.2% | -507.1% | +44.3% |
| All | +53.1% | +565.9% | -512.8% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling