+23.9%
CSGP vs SEI
+592.7%
-568.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.4% | -6.1% | +1.9% |
| 7D | -1.8% | -4.3% | +2.4% | -1.8% |
| 30D | +5.3% | -18.0% | +23.3% | +5.8% |
| 3M | +3.3% | +8.2% | -4.9% | +1.5% |
| 6M | -4.7% | -13.9% | +9.2% | -5.7% |
| YTD | -53.5% | +37.0% | -90.6% | -56.4% |
| 1Y | -53.7% | +24.5% | -78.2% | -56.3% |
| 3Y | -59.7% | +681.1% | -740.8% | -71.2% |
| 5Y | -62.5% | +787.5% | -850.0% | -74.4% |
| All | +23.9% | +592.7% | -568.8% | -18.6% |
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