+29.6%
OXY vs SEI
+644.4%
-614.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | -1.2% |
| 7D | +2.8% | +22.6% | -19.7% | -4.3% |
| 30D | +5.5% | +9.1% | -3.6% | +1.2% |
| 3M | +11.3% | -11.3% | +22.6% | +11.2% |
| 6M | +11.6% | +22.0% | -10.4% | -3.4% |
| YTD | +51.6% | +47.3% | +4.3% | +18.7% |
| 1Y | +36.2% | +124.8% | -88.6% | -13.7% |
| 3Y | +1.7% | +591.3% | -589.6% | -72.5% |
| 5Y | +164.5% | +1,008.2% | -843.7% | -52.5% |
| All | +29.6% | +644.4% | -614.8% | -72.4% |
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