+244.0%
CVE vs SEI
+584.5%
-340.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.7% |
| 7D | -10.0% | -10.8% | +0.8% | -7.3% |
| 30D | -11.9% | -19.0% | +7.2% | -7.4% |
| 3M | -5.9% | +5.8% | -11.7% | -12.2% |
| 6M | -1.6% | -14.9% | +13.3% | -4.2% |
| YTD | +66.3% | +35.4% | +30.9% | +29.0% |
| 1Y | +57.5% | +23.9% | +33.6% | +24.2% |
| 3Y | +65.4% | +661.3% | -595.9% | -61.1% |
| 5Y | +144.2% | +822.2% | -678.1% | -54.4% |
| All | +244.0% | +584.5% | -340.4% | -32.9% |
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