+7.8%
CCL vs SSNC
+1,022.7%
-1,014.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.7% |
| 7D | -1.5% | -0.2% | -1.4% | -1.4% |
| 30D | +16.5% | -1.9% | +18.4% | +17.6% |
| 3M | +11.2% | -0.2% | +11.4% | +10.6% |
| 6M | +22.6% | +19.4% | +3.2% | +7.7% |
| YTD | +2.6% | -8.1% | +10.7% | +6.0% |
| 1Y | +17.0% | -5.3% | +22.2% | +18.5% |
| 3Y | +145.5% | +56.9% | +88.6% | +81.1% |
| 5Y | +36.1% | +8.0% | +28.1% | +29.3% |
| 10Y | -29.4% | +183.6% | -213.0% | -55.2% |
| All | +7.8% | +1,022.7% | -1,014.9% | -62.4% |
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