-54.6%
CSGP vs SEI
+10.1%
-64.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +14.3% | -19.0% | -2.1% |
| 7D | +1.3% | -18.3% | +19.5% | -1.5% |
| 30D | +10.7% | -24.4% | +35.1% | +7.7% |
| 3M | +3.3% | +1.5% | +1.7% | +5.5% |
| 6M | -10.3% | -25.1% | +14.8% | -10.7% |
| YTD | -54.6% | +26.4% | -81.0% | -54.3% |
| 1Y | -54.6% | +8.9% | -63.6% | -54.2% |
| All | -54.6% | +10.1% | -64.7% | -54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling