+75.7%
LSCC vs SSNC
-3.0%
+78.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +1.7% |
| 7D | +1.3% | +0.6% | +0.7% | +1.5% |
| 30D | -9.7% | +6.0% | -15.7% | -8.0% |
| 3M | -23.7% | +21.0% | -44.7% | -17.5% |
| 6M | +26.5% | +12.1% | +14.4% | +36.7% |
| YTD | +57.5% | -3.2% | +60.7% | +74.7% |
| 1Y | +75.7% | -4.4% | +80.0% | +105.0% |
| All | +75.7% | -3.0% | +78.7% | +105.0% |
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