+253.2%
CVE vs SEI
+616.9%
-363.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.7% | -2.1% | +1.0% |
| 7D | +0.1% | +12.4% | -12.4% | -4.8% |
| 30D | -10.8% | -18.3% | +7.4% | -6.6% |
| 3M | -4.3% | +10.4% | -14.8% | -12.0% |
| 6M | -1.5% | -12.9% | +11.4% | -4.8% |
| YTD | +70.7% | +41.8% | +28.9% | +30.3% |
| 1Y | +58.1% | +30.3% | +27.8% | +22.5% |
| 3Y | +69.8% | +697.3% | -627.5% | -60.7% |
| 5Y | +148.9% | +877.0% | -728.0% | -54.6% |
| All | +253.2% | +616.9% | -363.7% | -32.2% |
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 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