+322.1%
CORZ vs SEI
+809.7%
-487.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.0% | +1.4% |
| 7D | +23.5% | +10.5% | +13.0% | +18.7% |
| 30D | +7.5% | -8.0% | +15.5% | +10.4% |
| 3M | -26.6% | +6.7% | -33.3% | -29.8% |
| 6M | -39.5% | -17.0% | -22.5% | -37.0% |
| YTD | -0.3% | +39.7% | -39.9% | -15.5% |
| 1Y | -4.2% | +43.2% | -47.4% | -20.0% |
| All | +322.1% | +809.7% | -487.6% | +126.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling