+198.2%
XOM vs SEI
+647.2%
-449.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.8% | -3.6% | +1.1% |
| 7D | 0.0% | +28.2% | -28.2% | -5.0% |
| 30D | +3.4% | +15.5% | -12.0% | -0.1% |
| 3M | +11.0% | -1.4% | +12.4% | +8.6% |
| 6M | +10.6% | +37.4% | -26.8% | -0.9% |
| YTD | +39.2% | +47.8% | -8.6% | +21.0% |
| 1Y | +52.7% | +174.3% | -121.6% | +11.5% |
| 3Y | +56.8% | +598.5% | -541.7% | -27.3% |
| 5Y | +261.8% | +1,026.2% | -764.4% | +33.7% |
| All | +198.2% | +647.2% | -449.0% | +10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling