+136.0%
XLC vs SEI
+482.8%
-346.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.1% | +1.1% |
| 7D | +3.7% | +10.5% | -6.7% | +2.8% |
| 30D | -1.9% | -8.0% | +6.1% | -1.9% |
| 3M | -3.1% | +6.7% | -9.8% | -5.0% |
| 6M | -6.4% | -17.0% | +10.7% | -6.7% |
| YTD | -6.8% | +39.7% | -46.5% | -13.2% |
| 1Y | -1.7% | +43.2% | -44.9% | -9.0% |
| 3Y | +64.7% | +676.3% | -611.7% | +13.7% |
| 5Y | +41.1% | +891.0% | -849.9% | -10.4% |
| All | +136.0% | +482.8% | -346.8% | +49.1% |
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