+290.9%
COP vs SEI
+608.3%
-317.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.2% | +5.6% | +1.8% |
| 7D | +1.0% | +20.7% | -19.7% | -4.5% |
| 30D | +9.6% | +9.1% | +0.4% | +5.9% |
| 3M | +15.0% | -6.0% | +21.0% | +12.7% |
| 6M | +21.8% | +18.9% | +2.8% | +8.8% |
| YTD | +49.6% | +40.1% | +9.5% | +24.3% |
| 1Y | +49.9% | +120.6% | -70.8% | +3.7% |
| 3Y | +22.6% | +562.1% | -539.5% | -56.4% |
| 5Y | +193.6% | +954.5% | -760.9% | -22.8% |
| All | +290.9% | +608.3% | -317.4% | +5.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling