+28.7%
OXY vs SEI
+647.2%
-618.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.8% | -4.7% | -0.8% |
| 7D | +0.6% | +28.2% | -27.6% | -7.7% |
| 30D | +4.5% | +15.5% | -11.0% | -1.5% |
| 3M | +8.9% | -1.4% | +10.3% | +4.6% |
| 6M | +12.5% | +37.4% | -25.0% | -6.9% |
| YTD | +50.5% | +47.8% | +2.7% | +17.8% |
| 1Y | +38.6% | +174.3% | -135.7% | -19.2% |
| 3Y | -1.2% | +598.5% | -599.7% | -73.4% |
| 5Y | +161.6% | +1,026.2% | -864.6% | -53.4% |
| All | +28.7% | +647.2% | -618.5% | -72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling