+179.4%
RCL vs SEI
+565.9%
-386.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +16.3% | -16.6% | -1.9% |
| 7D | -0.5% | +28.8% | -29.3% | -3.1% |
| 30D | -17.3% | +10.4% | -27.7% | -18.4% |
| 3M | -2.8% | -11.4% | +8.7% | -2.3% |
| 6M | -4.4% | +31.2% | -35.6% | -8.4% |
| YTD | -4.2% | +39.7% | -43.9% | -9.3% |
| 1Y | -23.4% | +149.0% | -172.3% | -33.5% |
| 3Y | +179.4% | +560.2% | -380.8% | +105.4% |
| All | +179.4% | +565.9% | -386.5% | +105.4% |
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 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