+41.0%
CLS vs SSNC
-8.1%
+49.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.8% | +7.1% |
| 7D | +10.9% | -4.0% | +15.0% | +9.6% |
| 30D | +2.1% | +0.5% | +1.6% | +2.3% |
| 3M | -10.2% | +18.9% | -29.1% | -2.7% |
| 6M | +30.4% | +10.8% | +19.5% | +39.9% |
| YTD | +17.2% | -7.1% | +24.4% | +21.4% |
| 1Y | +41.0% | -9.6% | +50.6% | +41.9% |
| All | +41.0% | -8.1% | +49.2% | +41.9% |
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