+95.2%
CNC vs SSNC
+173.6%
-78.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | +0.9% |
| 7D | -0.9% | -4.0% | +3.1% | +0.7% |
| 30D | -1.0% | +0.5% | -1.5% | -1.2% |
| 3M | +4.5% | +18.9% | -14.4% | -3.2% |
| 6M | +85.2% | +10.8% | +74.4% | +76.1% |
| YTD | +61.4% | -7.1% | +68.6% | +64.3% |
| 1Y | +94.9% | -9.6% | +104.5% | +100.1% |
| 3Y | 0.0% | +51.1% | -51.1% | -19.6% |
| 5Y | +11.2% | +19.7% | -8.5% | -2.5% |
| All | +95.2% | +173.6% | -78.3% | +20.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling