+40.6%
CVX vs SEI
+134.3%
-93.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | +0.7% |
| 7D | +2.6% | +22.6% | -20.0% | +3.2% |
| 30D | +9.8% | +9.1% | +0.7% | +10.2% |
| 3M | +16.2% | -11.3% | +27.5% | +16.0% |
| 6M | +13.6% | +22.0% | -8.4% | +14.1% |
| YTD | +44.4% | +47.3% | -2.9% | +44.7% |
| 1Y | +40.6% | +124.8% | -84.2% | +47.1% |
| All | +40.6% | +134.3% | -93.7% | +47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling