+108.4%
SBUX vs SEI
+606.2%
-497.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +16.3% | -18.6% | -3.9% |
| 7D | -3.9% | +28.8% | -32.7% | -6.4% |
| 30D | -2.8% | +10.4% | -13.2% | -4.0% |
| 3M | +8.2% | -11.4% | +19.6% | +8.3% |
| 6M | +4.3% | +31.2% | -26.9% | -0.6% |
| YTD | +23.3% | +39.7% | -16.4% | +16.0% |
| 1Y | +24.3% | +149.0% | -124.7% | +8.0% |
| 3Y | +15.5% | +560.2% | -544.7% | -16.1% |
| 5Y | -2.7% | +955.7% | -958.4% | -36.7% |
| All | +108.4% | +606.2% | -497.8% | +29.1% |
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