+65.6%
CNP vs SEI
+696.4%
-630.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -0.6% |
| 7D | -0.1% | +12.4% | -12.5% | -0.2% |
| 30D | +5.0% | -18.3% | +23.3% | +5.1% |
| 3M | +2.7% | +10.4% | -7.8% | +2.5% |
| 6M | -1.9% | -12.9% | +11.0% | -1.9% |
| YTD | +8.8% | +41.8% | -33.1% | +8.1% |
| 1Y | +5.6% | +30.3% | -24.6% | +5.1% |
| All | +65.6% | +696.4% | -630.9% | +57.9% |
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