+255.6%
XOM vs SEI
+946.5%
-690.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.2% | +5.8% | +1.2% |
| 7D | +1.9% | +20.7% | -18.8% | -0.6% |
| 30D | +4.1% | +9.1% | -5.0% | +2.6% |
| 3M | +10.4% | -6.0% | +16.4% | +9.7% |
| 6M | +13.0% | +18.9% | -5.9% | +7.7% |
| YTD | +40.1% | +40.1% | -0.1% | +28.9% |
| 1Y | +51.1% | +120.6% | -69.5% | +26.9% |
| 3Y | +57.7% | +562.1% | -504.4% | -11.7% |
| All | +255.6% | +946.5% | -690.9% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling