-54.6%
CSGP vs SSNC
-7.9%
-46.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.8% | -3.9% | -4.0% |
| 7D | +1.3% | -3.3% | +4.6% | +4.4% |
| 30D | +10.7% | -1.3% | +11.9% | +12.1% |
| 3M | +3.3% | -2.3% | +5.6% | +5.8% |
| 6M | -10.3% | +12.6% | -23.0% | -18.6% |
| YTD | -54.6% | -10.1% | -44.5% | -47.8% |
| 1Y | -54.6% | -6.6% | -48.1% | -48.8% |
| All | -54.6% | -7.9% | -46.7% | -48.8% |
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