-6.4%
SBUX vs SEI
+950.2%
-956.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.2% | +4.4% | -0.5% |
| 7D | -6.2% | +20.7% | -26.9% | -7.5% |
| 30D | -6.4% | +9.1% | -15.6% | -7.1% |
| 3M | +1.0% | -6.0% | +7.0% | +0.7% |
| 6M | -0.4% | +18.9% | -19.3% | -3.0% |
| YTD | +20.0% | +40.1% | -20.2% | +14.7% |
| 1Y | +22.8% | +120.6% | -97.9% | +11.9% |
| 3Y | +12.3% | +562.1% | -549.8% | -9.6% |
| 5Y | -6.4% | +954.5% | -960.9% | -30.6% |
| All | -6.4% | +950.2% | -956.5% | -30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling