-59.7%
CSGP vs SEI
+668.7%
-728.4%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.4% | -6.1% | +2.5% |
| 7D | -1.8% | -4.3% | +2.4% | -1.8% |
| 30D | +5.3% | -18.0% | +23.3% | +5.3% |
| 3M | +3.3% | +8.2% | -4.9% | +3.4% |
| 6M | -4.7% | -13.9% | +9.2% | -4.6% |
| YTD | -53.5% | +37.0% | -90.6% | -54.7% |
| 1Y | -53.7% | +24.5% | -78.2% | -54.7% |
| 3Y | -59.7% | +681.1% | -740.8% | -67.1% |
| All | -59.7% | +668.7% | -728.4% | -67.1% |
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