+153.3%
XOP vs SEI
+999.8%
-846.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.1% | -5.0% | -0.9% |
| 7D | +2.6% | +22.6% | -20.0% | -2.0% |
| 30D | +9.6% | +9.1% | +0.5% | +6.9% |
| 3M | +20.4% | -11.3% | +31.7% | +20.8% |
| 6M | +19.9% | +22.0% | -2.1% | +9.7% |
| YTD | +56.4% | +47.3% | +9.1% | +34.1% |
| 1Y | +52.4% | +124.8% | -72.3% | +13.6% |
| 3Y | +39.9% | +591.3% | -551.4% | -42.5% |
| All | +153.3% | +999.8% | -846.5% | -26.7% |
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 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