-46.9%
CPNG vs SSNC
-3.9%
-43.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.6% | +13.6% | +12.3% |
| 7D | +20.8% | -1.1% | +22.0% | +21.1% |
| 30D | +20.1% | +0.6% | +19.5% | +19.5% |
| 3M | +1.6% | -1.5% | +3.1% | +1.6% |
| 6M | -15.8% | +15.8% | -31.7% | -18.8% |
| YTD | -27.7% | -8.0% | -19.8% | -26.6% |
| 1Y | -46.9% | -5.8% | -41.1% | -46.9% |
| All | -46.9% | -3.9% | -43.0% | -46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling