+229.0%
CCI vs SSNC
+1,037.0%
-807.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.8% | +4.0% | +1.3% |
| 7D | +0.2% | -1.8% | +2.0% | +0.7% |
| 30D | +0.5% | +1.9% | -1.4% | -0.1% |
| 3M | -16.3% | +18.4% | -34.7% | -20.3% |
| 6M | -13.9% | +7.0% | -20.9% | -15.8% |
| YTD | -12.4% | -6.9% | -5.5% | -11.3% |
| 1Y | -15.2% | -8.2% | -7.0% | -13.9% |
| 3Y | -9.9% | +50.5% | -60.4% | -21.1% |
| 5Y | -50.8% | +17.4% | -68.2% | -54.4% |
| 10Y | +18.3% | +164.9% | -146.6% | -12.4% |
| All | +229.0% | +1,037.0% | -807.9% | +64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling