+27.3%
CRDO vs SSNC
-3.0%
+30.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +3.4% |
| 7D | -26.7% | +0.6% | -27.4% | -26.4% |
| 30D | -24.1% | +6.0% | -30.1% | -21.9% |
| 3M | -21.6% | +21.0% | -42.5% | -12.2% |
| 6M | +66.3% | +12.1% | +54.3% | +88.0% |
| YTD | +18.5% | -3.2% | +21.8% | +30.8% |
| 1Y | +27.3% | -4.4% | +31.7% | +39.4% |
| All | +27.3% | -3.0% | +30.3% | +39.4% |
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 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