+1,312.5%
CLS vs SSNC
+51.8%
+1,260.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.8% | +9.5% | +6.6% |
| 7D | +12.8% | -1.8% | +14.6% | +13.2% |
| 30D | +3.8% | +1.9% | +1.9% | +3.2% |
| 3M | -14.6% | +18.4% | -33.0% | -18.9% |
| 6M | +32.2% | +7.0% | +25.3% | +31.2% |
| YTD | +11.6% | -6.9% | +18.6% | +18.8% |
| 1Y | +35.1% | -8.2% | +43.2% | +44.7% |
| 3Y | +1,312.5% | +50.5% | +1,262.0% | +1,040.4% |
| All | +1,312.5% | +51.8% | +1,260.7% | +1,040.4% |
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 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