+243.3%
CVE vs SEI
+459.2%
-216.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -12.3% | +9.6% | +1.6% |
| 7D | -14.1% | -26.9% | +12.8% | -4.7% |
| 30D | -11.6% | -36.6% | +25.0% | +1.5% |
| 3M | 0.0% | -8.9% | +8.9% | -1.1% |
| 6M | -8.4% | -33.0% | +24.6% | -2.5% |
| YTD | +65.9% | +10.6% | +55.3% | +38.9% |
| 1Y | +69.4% | -4.7% | +74.1% | +47.5% |
| 3Y | +55.9% | +487.9% | -432.0% | -59.1% |
| 5Y | +146.2% | +615.7% | -469.5% | -48.9% |
| All | +243.3% | +459.2% | -216.0% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling