+22.8%
CSGP vs SEI
+605.9%
-583.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +3.9% | +2.9% |
| 7D | +1.3% | +10.5% | -9.1% | +0.8% |
| 30D | +2.8% | -8.0% | +10.8% | +2.7% |
| 3M | -6.3% | +6.7% | -13.1% | -7.8% |
| 6M | -3.2% | -17.0% | +13.9% | -3.9% |
| YTD | -54.0% | +39.7% | -93.6% | -56.8% |
| 1Y | -54.8% | +43.2% | -98.0% | -57.9% |
| 3Y | -60.6% | +676.3% | -736.9% | -71.7% |
| 5Y | -62.6% | +891.0% | -953.7% | -74.9% |
| All | +22.8% | +605.9% | -583.1% | -19.4% |
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 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