+53.2%
XLE vs SEI
+472.6%
-419.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.3% | -1.1% |
| 7D | +2.2% | +10.2% | -8.0% | +1.4% |
| 30D | +11.8% | -1.0% | +12.8% | +11.7% |
| 3M | +9.8% | -27.9% | +37.8% | +12.0% |
| 6M | +15.6% | +10.4% | +5.2% | +12.4% |
| YTD | +45.3% | +20.1% | +25.1% | +39.1% |
| 1Y | +48.3% | +109.7% | -61.4% | +31.2% |
| All | +53.2% | +472.6% | -419.4% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling