+233.9%
RCL vs SEI
+605.9%
-372.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.7% |
| 7D | -1.2% | +10.5% | -11.6% | -3.7% |
| 30D | +17.8% | -8.0% | +25.9% | +17.7% |
| 3M | +4.9% | +6.7% | -1.8% | -0.5% |
| 6M | +23.7% | -17.0% | +40.7% | +22.2% |
| YTD | +17.8% | +39.7% | -21.8% | -1.9% |
| 1Y | +28.9% | +43.2% | -14.2% | +5.4% |
| 3Y | +241.9% | +676.3% | -434.5% | +26.8% |
| 5Y | +295.4% | +891.0% | -595.6% | +16.8% |
| All | +233.9% | +605.9% | -372.0% | -4.1% |
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 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