+36.1%
CCL vs SSNC
+7.5%
+28.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.9% |
| 7D | -1.5% | -0.2% | -1.4% | -1.4% |
| 30D | +16.5% | -1.9% | +18.4% | +17.8% |
| 3M | +11.2% | -0.2% | +11.4% | +9.9% |
| 6M | +22.6% | +19.4% | +3.2% | +0.1% |
| YTD | +2.6% | -8.1% | +10.7% | +8.2% |
| 1Y | +17.0% | -5.3% | +22.2% | +19.2% |
| 3Y | +145.5% | +56.9% | +88.6% | +35.9% |
| 5Y | +36.1% | +8.0% | +28.1% | +21.8% |
| All | +36.1% | +7.5% | +28.6% | +21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling