+78.8%
CNQ vs SSNC
+49.3%
+29.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.8% |
| 7D | +0.1% | -4.0% | +4.2% | +0.6% |
| 30D | +6.2% | +0.5% | +5.7% | +6.0% |
| 3M | +12.4% | +18.9% | -6.6% | +9.3% |
| 6M | +9.0% | +10.8% | -1.8% | +7.4% |
| YTD | +52.2% | -7.1% | +59.4% | +56.0% |
| 1Y | +65.0% | -9.6% | +74.6% | +70.7% |
| 3Y | +78.8% | +51.1% | +27.8% | +54.1% |
| All | +78.8% | +49.3% | +29.6% | +54.1% |
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