+22.4%
CCI vs SSNC
+173.6%
-151.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.8% |
| 7D | -0.3% | -4.0% | +3.8% | +1.0% |
| 30D | +2.2% | +0.5% | +1.7% | +2.0% |
| 3M | -16.9% | +18.9% | -35.8% | -21.5% |
| 6M | -11.5% | +10.8% | -22.4% | -14.7% |
| YTD | -12.8% | -7.1% | -5.7% | -11.5% |
| 1Y | -17.1% | -9.6% | -7.5% | -15.2% |
| 3Y | -9.6% | +51.1% | -60.7% | -23.0% |
| 5Y | -48.9% | +19.7% | -68.6% | -53.9% |
| All | +22.4% | +173.6% | -151.1% | -9.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling