+954.7%
SEI vs XPO
+261.3%
+693.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.1% | +5.2% | +5.1% |
| 7D | +22.6% | -5.7% | +28.2% | +24.5% |
| 30D | +9.1% | -12.8% | +21.9% | +13.3% |
| 3M | -11.3% | -20.0% | +8.6% | -5.9% |
| 6M | +22.0% | -6.0% | +28.1% | +23.6% |
| YTD | +47.3% | +34.0% | +13.2% | +34.4% |
| 1Y | +124.8% | +35.6% | +89.2% | +103.4% |
| 3Y | +591.3% | +152.3% | +439.0% | +421.8% |
| All | +954.7% | +261.3% | +693.4% | +546.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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