+270.4%
RCL vs SEI
+665.6%
-395.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.0% |
| 7D | +8.5% | -10.8% | +19.3% | +9.2% |
| 30D | +20.4% | -19.0% | +39.4% | +21.9% |
| 3M | +11.0% | +5.8% | +5.2% | +9.0% |
| 6M | +24.9% | -14.9% | +39.7% | +24.6% |
| YTD | +23.9% | +35.4% | -11.6% | +16.4% |
| 1Y | +30.8% | +23.9% | +6.9% | +23.6% |
| 3Y | +270.4% | +661.3% | -390.9% | +174.2% |
| All | +270.4% | +665.6% | -395.2% | +174.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling