+184.4%
XLE vs SEI
+647.2%
-462.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.8% | -5.0% | -0.6% |
| 7D | +0.3% | +28.2% | -27.9% | -5.9% |
| 30D | +8.5% | +15.5% | -7.0% | +3.9% |
| 3M | +14.6% | -1.4% | +16.0% | +11.5% |
| 6M | +17.6% | +37.4% | -19.9% | +2.7% |
| YTD | +48.1% | +47.8% | +0.3% | +24.6% |
| 1Y | +53.8% | +174.3% | -120.5% | +4.6% |
| 3Y | +56.2% | +598.5% | -542.3% | -37.8% |
| 5Y | +227.7% | +1,026.2% | -798.5% | -0.9% |
| All | +184.4% | +647.2% | -462.7% | -12.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling