+8.9%
CRCL vs SEI
+143.5%
-134.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.1% | -4.8% | -1.3% |
| 7D | -11.2% | +22.6% | -33.8% | -17.8% |
| 30D | +27.1% | +9.1% | +18.0% | +21.7% |
| 3M | +9.6% | -11.3% | +21.0% | +11.7% |
| 6M | -19.7% | +22.0% | -41.7% | -28.5% |
| YTD | +14.2% | +47.3% | -33.0% | -7.3% |
| 1Y | -32.2% | +124.8% | -157.0% | -51.2% |
| All | +8.9% | +143.5% | -134.6% | -21.9% |
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