+172.3%
RCL vs SEI
+507.3%
-335.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.6% | -1.0% |
| 7D | -5.1% | +10.2% | -15.3% | -7.5% |
| 30D | -19.0% | -1.0% | -18.0% | -19.2% |
| 3M | -9.6% | -27.9% | +18.3% | -4.1% |
| 6M | -6.7% | +10.4% | -17.1% | -13.2% |
| YTD | -3.9% | +20.1% | -24.1% | -14.1% |
| 1Y | -25.1% | +109.7% | -134.8% | -45.3% |
| 3Y | +179.1% | +458.6% | -279.5% | +18.5% |
| 5Y | +243.3% | +775.3% | -532.0% | +6.7% |
| All | +172.3% | +507.3% | -335.0% | -16.1% |
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 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