+170.6%
CVX vs SSNC
+14.9%
+155.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +0.7% | -6.7% | +7.4% | +2.5% |
| 30D | +9.1% | -0.8% | +9.9% | +9.2% |
| 3M | +13.1% | +16.1% | -3.0% | +8.2% |
| 6M | +16.3% | +7.9% | +8.3% | +13.3% |
| YTD | +43.5% | -8.7% | +52.2% | +46.7% |
| 1Y | +40.2% | -9.5% | +49.6% | +43.4% |
| 3Y | +44.2% | +47.7% | -3.4% | +24.1% |
| 5Y | +170.6% | +17.6% | +153.0% | +124.7% |
| All | +170.6% | +14.9% | +155.7% | +124.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling