-41.3%
CORZ vs SEI
+18.6%
-59.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -16.9% | +6.5% | -1.3% |
| 7D | -14.9% | -16.4% | +1.5% | -6.5% |
| 30D | -23.1% | -22.9% | -0.2% | -12.7% |
| 3M | -44.1% | -0.3% | -43.8% | -45.8% |
| 6M | -39.5% | -22.3% | -17.2% | -35.2% |
| YTD | -12.4% | +26.2% | -38.5% | -31.1% |
| 1Y | -41.3% | +8.2% | -49.5% | -52.3% |
| All | -41.3% | +18.6% | -59.9% | -52.3% |
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 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