-8.2%
CSGP vs SEI
-32.5%
+24.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -12.3% | +10.7% | -5.0% |
| 7D | +13.9% | -26.9% | +40.8% | +5.1% |
| 30D | +16.0% | -36.6% | +52.6% | +5.3% |
| 3M | +6.1% | -8.9% | +14.9% | +6.8% |
| 6M | -8.2% | -33.0% | +24.8% | -16.6% |
| All | -8.2% | -32.5% | +24.3% | -16.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling