+1,390.2%
CPAY vs SSNC
+813.0%
+577.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.1% | +0.5% |
| 7D | -2.5% | -3.9% | +1.4% | -0.4% |
| 30D | +1.3% | -0.2% | +1.5% | +1.4% |
| 3M | +13.5% | +15.9% | -2.4% | +4.3% |
| 6M | +24.7% | +7.5% | +17.3% | +19.0% |
| YTD | +34.9% | -8.2% | +43.2% | +40.2% |
| 1Y | +29.7% | -9.3% | +39.0% | +35.5% |
| 3Y | +49.4% | +48.5% | +0.9% | +20.1% |
| 5Y | +53.5% | +16.0% | +37.5% | +39.4% |
| 10Y | +152.5% | +169.2% | -16.7% | +52.3% |
| All | +1,390.2% | +813.0% | +577.2% | +429.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling