-1.5%
CNC vs SSNC
+46.7%
-48.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.2% |
| 7D | -3.9% | -6.7% | +2.9% | -2.7% |
| 30D | +0.8% | -0.8% | +1.6% | +1.0% |
| 3M | +0.1% | +16.1% | -16.0% | -2.7% |
| 6M | +79.7% | +7.9% | +71.7% | +76.9% |
| YTD | +58.9% | -8.7% | +67.6% | +61.8% |
| 1Y | +109.1% | -9.5% | +118.6% | +113.4% |
| All | -1.5% | +46.7% | -48.3% | -11.6% |
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