+7.0%
COR vs SEI
+134.3%
-127.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.9% | +0.5% |
| 7D | -2.8% | +22.6% | -25.4% | -1.6% |
| 30D | +2.6% | +9.1% | -6.5% | +3.2% |
| 3M | +14.5% | -11.3% | +25.8% | +15.2% |
| 6M | -7.8% | +22.0% | -29.8% | -7.6% |
| YTD | -4.2% | +47.3% | -51.5% | -2.8% |
| 1Y | +7.0% | +124.8% | -117.8% | +15.4% |
| All | +7.0% | +134.3% | -127.3% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling