+22.3%
CB vs SSNC
-8.0%
+30.3%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.8% | +2.4% | -0.8% |
| 7D | -0.6% | -1.8% | +1.2% | -0.3% |
| 30D | -3.9% | +1.9% | -5.8% | -4.1% |
| 3M | +4.9% | +18.4% | -13.5% | +1.8% |
| 6M | +3.3% | +7.0% | -3.7% | +0.7% |
| YTD | +8.5% | -6.9% | +15.4% | +8.1% |
| All | +22.3% | -8.0% | +30.3% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 1y: compounded portfolio wealth divided by compounded SSNC 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…
1y analysis · Full analysis span regression · 6 months rolling