+791.9%
CDE vs SSNC
+49.3%
+742.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.3% |
| 7D | -3.1% | -4.0% | +0.9% | -1.1% |
| 30D | +9.5% | +0.5% | +8.9% | +9.2% |
| 3M | +25.5% | +18.9% | +6.6% | +13.4% |
| 6M | -7.9% | +10.8% | -18.7% | -13.5% |
| YTD | +15.6% | -7.1% | +22.7% | +22.5% |
| 1Y | +34.0% | -9.6% | +43.7% | +45.0% |
| 3Y | +791.9% | +51.1% | +740.9% | +536.1% |
| All | +791.9% | +49.3% | +742.7% | +536.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling