+73.2%
CVE vs SEI
+453.4%
-380.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.4% | -4.8% | -1.8% |
| 7D | +2.5% | +10.2% | -7.7% | +1.1% |
| 30D | +16.7% | -1.0% | +17.8% | +16.6% |
| 3M | +9.3% | -27.9% | +37.2% | +12.8% |
| 6M | +43.6% | +10.4% | +33.2% | +38.2% |
| YTD | +93.6% | +20.1% | +73.4% | +82.5% |
| 1Y | +98.8% | +109.7% | -11.0% | +67.2% |
| All | +73.2% | +453.4% | -380.3% | +13.5% |
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