+1,298.7%
CRDO vs SSNC
+11.6%
+1,287.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.8% |
| 7D | -4.5% | -4.0% | -0.4% | -2.5% |
| 30D | -39.2% | +0.5% | -39.8% | -39.7% |
| 3M | -38.5% | +18.9% | -57.4% | -45.5% |
| 6M | +40.6% | +10.8% | +29.8% | +29.4% |
| YTD | +13.2% | -7.1% | +20.4% | +17.7% |
| 1Y | +2.3% | -9.6% | +11.9% | +7.9% |
| 3Y | +942.5% | +51.1% | +891.5% | +647.7% |
| All | +1,298.7% | +11.6% | +1,287.1% | +1,065.9% |
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 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