+32.2%
CVS vs SEI
+999.8%
-967.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.1% | -5.8% | -0.9% |
| 7D | -2.2% | +22.6% | -24.7% | -3.0% |
| 30D | -0.1% | +9.1% | -9.2% | -0.5% |
| 3M | -5.2% | -11.3% | +6.1% | -5.1% |
| 6M | +26.9% | +22.0% | +4.9% | +25.0% |
| YTD | +22.1% | +47.3% | -25.2% | +18.9% |
| 1Y | +30.8% | +124.8% | -94.0% | +24.2% |
| 3Y | +54.4% | +591.3% | -536.9% | +27.2% |
| All | +32.2% | +999.8% | -967.6% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling