+166.7%
RCL vs SEI
+647.2%
-480.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.8% | -7.6% | -3.3% |
| 7D | -2.2% | +28.2% | -30.4% | -8.7% |
| 30D | -15.7% | +15.5% | -31.1% | -19.4% |
| 3M | -8.0% | -1.4% | -6.6% | -10.3% |
| 6M | -10.1% | +37.4% | -47.6% | -21.3% |
| YTD | -5.9% | +47.8% | -53.7% | -20.6% |
| 1Y | -23.5% | +174.3% | -197.8% | -48.2% |
| 3Y | +174.4% | +598.5% | -424.1% | +9.3% |
| 5Y | +227.1% | +1,026.2% | -799.1% | -5.9% |
| All | +166.7% | +647.2% | -480.4% | -22.4% |
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