+65.5%
XOP vs SEI
+606.2%
-540.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +16.3% | -14.6% | -3.8% |
| 7D | +0.6% | +28.8% | -28.2% | -8.1% |
| 30D | +16.5% | +10.4% | +6.2% | +11.4% |
| 3M | +15.7% | -11.4% | +27.1% | +15.4% |
| 6M | +19.2% | +31.2% | -12.0% | +0.1% |
| YTD | +55.0% | +39.7% | +15.2% | +23.7% |
| 1Y | +54.2% | +149.0% | -94.8% | -6.6% |
| 3Y | +35.9% | +560.2% | -524.3% | -61.1% |
| 5Y | +162.4% | +955.7% | -793.3% | -47.6% |
| All | +65.5% | +606.2% | -540.8% | -63.4% |
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 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