+52.3%
XOM vs SEI
+134.3%
-82.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.6% | +0.6% |
| 7D | +4.1% | +22.6% | -18.5% | +4.7% |
| 30D | +4.6% | +9.1% | -4.5% | +4.8% |
| 3M | +14.0% | -11.3% | +25.3% | +13.7% |
| 6M | +11.0% | +22.0% | -11.1% | +11.8% |
| YTD | +40.7% | +47.3% | -6.6% | +41.9% |
| 1Y | +52.3% | +124.8% | -72.5% | +60.0% |
| All | +52.3% | +134.3% | -82.0% | +60.0% |
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