+202.1%
CVX vs SEI
+644.4%
-442.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | -0.4% |
| 7D | +2.6% | +22.6% | -20.0% | -1.8% |
| 30D | +9.8% | +9.1% | +0.7% | +7.2% |
| 3M | +16.2% | -11.3% | +27.5% | +16.4% |
| 6M | +13.6% | +22.0% | -8.4% | +4.3% |
| YTD | +44.4% | +47.3% | -2.9% | +25.0% |
| 1Y | +40.6% | +124.8% | -84.2% | +7.3% |
| 3Y | +48.2% | +591.3% | -543.1% | -31.2% |
| 5Y | +172.3% | +1,008.2% | -835.9% | 0.0% |
| All | +202.1% | +644.4% | -442.3% | +8.8% |
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