+243.0%
CVE vs SEI
+592.7%
-349.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.4% | -7.9% | -2.4% |
| 7D | -10.1% | -4.3% | -5.8% | -9.8% |
| 30D | -12.1% | -18.0% | +5.9% | -8.1% |
| 3M | -1.9% | +8.2% | -10.1% | -9.1% |
| 6M | -1.8% | -13.9% | +12.0% | -4.9% |
| YTD | +65.8% | +37.0% | +28.8% | +28.1% |
| 1Y | +60.8% | +24.5% | +36.3% | +26.6% |
| 3Y | +70.1% | +681.1% | -610.9% | -60.4% |
| 5Y | +134.8% | +787.5% | -652.7% | -55.0% |
| All | +243.0% | +592.7% | -349.6% | -33.4% |
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