+311.3%
ORCL vs SEI
+647.2%
-335.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.8% | -6.3% | -1.5% |
| 7D | +10.9% | +28.2% | -17.3% | +6.2% |
| 30D | +7.0% | +15.5% | -8.5% | +4.0% |
| 3M | -21.2% | -1.4% | -19.8% | -22.0% |
| 6M | +7.4% | +37.4% | -30.0% | -0.1% |
| YTD | -16.3% | +47.8% | -64.1% | -23.5% |
| 1Y | -32.3% | +174.3% | -206.6% | -43.9% |
| 3Y | +32.6% | +598.5% | -565.9% | -6.3% |
| 5Y | +93.1% | +1,026.2% | -933.1% | +22.8% |
| All | +311.3% | +647.2% | -335.9% | +160.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling