+57.0%
CPAY vs SSNC
+19.2%
+37.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -1.3% |
| 7D | -2.0% | -4.0% | +2.1% | +0.9% |
| 30D | -0.4% | +0.5% | -0.9% | -0.8% |
| 3M | +16.4% | +18.9% | -2.6% | +2.2% |
| 6M | +23.5% | +10.8% | +12.7% | +13.5% |
| YTD | +35.7% | -7.1% | +42.8% | +41.8% |
| 1Y | +30.2% | -9.6% | +39.8% | +38.6% |
| 3Y | +49.7% | +51.1% | -1.3% | +8.6% |
| All | +57.0% | +19.2% | +37.8% | +27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling