+57.7%
CVE vs SEI
+565.5%
-507.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +14.3% | -14.9% | -2.4% |
| 7D | -16.1% | -18.3% | +2.2% | -14.2% |
| 30D | -10.4% | -24.4% | +14.1% | -7.8% |
| 3M | -2.4% | +1.5% | -3.9% | -3.7% |
| 6M | -4.4% | -25.1% | +20.7% | -3.0% |
| YTD | +64.9% | +26.4% | +38.5% | +53.4% |
| 1Y | +66.0% | +8.9% | +57.1% | +56.9% |
| 3Y | +57.7% | +586.7% | -529.0% | -1.7% |
| All | +57.7% | +565.5% | -507.8% | -1.7% |
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