-45.6%
CHTR vs SSNC
-3.9%
-41.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.6% | +7.3% | +6.4% |
| 7D | +14.1% | -1.1% | +15.2% | +14.7% |
| 30D | +11.6% | +0.6% | +11.0% | +11.2% |
| 3M | -21.4% | -1.5% | -20.0% | -20.9% |
| 6M | -27.3% | +15.8% | -43.1% | -30.7% |
| YTD | -42.4% | -8.0% | -34.4% | -42.6% |
| 1Y | -45.6% | -5.8% | -39.7% | -46.2% |
| All | -45.6% | -3.9% | -41.6% | -46.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling