+20.3%
CSGP vs SEI
+584.5%
-564.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.9% |
| 7D | -3.2% | -10.8% | +7.7% | -2.8% |
| 30D | +2.2% | -19.0% | +21.2% | +2.8% |
| 3M | -3.7% | +5.8% | -9.4% | -5.2% |
| 6M | -7.4% | -14.9% | +7.4% | -8.4% |
| YTD | -54.9% | +35.4% | -90.3% | -57.6% |
| 1Y | -54.9% | +23.9% | -78.8% | -57.4% |
| 3Y | -61.9% | +661.3% | -723.2% | -72.7% |
| 5Y | -63.1% | +822.2% | -885.3% | -75.0% |
| All | +20.3% | +584.5% | -564.2% | -20.9% |
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 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