+25.5%
LSCC vs SSNC
+6.8%
+18.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.8% | +7.9% | +7.6% |
| 7D | +13.0% | -3.3% | +16.3% | +15.5% |
| 30D | -19.8% | -1.3% | -18.6% | -20.3% |
| 3M | -18.4% | -2.3% | -16.1% | -18.8% |
| 6M | -16.1% | +12.6% | -28.7% | -27.4% |
| YTD | +42.7% | -10.1% | +52.8% | +48.8% |
| 1Y | +68.0% | -6.6% | +74.6% | +68.4% |
| 3Y | +85.8% | +54.0% | +31.9% | +8.3% |
| All | +25.5% | +6.8% | +18.7% | +25.1% |
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