+67.0%
XOP vs SEI
+644.4%
-577.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | -1.6% |
| 7D | +2.6% | +22.6% | -20.0% | -4.7% |
| 30D | +9.6% | +9.1% | +0.5% | +5.1% |
| 3M | +20.4% | -11.3% | +31.7% | +20.4% |
| 6M | +19.9% | +22.0% | -2.1% | +3.7% |
| YTD | +56.4% | +47.3% | +9.1% | +22.5% |
| 1Y | +52.4% | +124.8% | -72.3% | -3.0% |
| 3Y | +39.9% | +591.3% | -551.4% | -60.6% |
| 5Y | +163.7% | +1,008.2% | -844.5% | -48.2% |
| All | +67.0% | +644.4% | -577.4% | -63.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling