+57.1%
CVE vs SSNC
-6.2%
+63.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.6% |
| 7D | -10.1% | -4.5% | -5.6% | -10.8% |
| 30D | -12.1% | -3.9% | -8.2% | -12.8% |
| 3M | -1.9% | -1.3% | -0.5% | -2.1% |
| 6M | -1.8% | +14.1% | -16.0% | +0.4% |
| YTD | +65.8% | -9.9% | +75.7% | +61.1% |
| All | +57.1% | -6.2% | +63.3% | +51.6% |
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 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