+46.0%
XOM vs SEI
+105.8%
-59.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.4% | -5.1% | -1.6% |
| 7D | +1.8% | +10.2% | -8.5% | +2.0% |
| 30D | +5.9% | -1.0% | +6.9% | +5.9% |
| 3M | +5.6% | -27.9% | +33.5% | +5.0% |
| 6M | +7.9% | +10.4% | -2.5% | +7.9% |
| YTD | +35.2% | +20.1% | +15.0% | +35.0% |
| 1Y | +46.0% | +109.7% | -63.7% | +46.0% |
| All | +46.0% | +105.8% | -59.9% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling