+2,761.6%
LSCC vs SSNC
+998.3%
+1,763.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.8% | +7.9% | +7.6% |
| 7D | +13.0% | -3.3% | +16.3% | +15.1% |
| 30D | -19.8% | -1.3% | -18.6% | -20.0% |
| 3M | -18.4% | -2.3% | -16.1% | -18.5% |
| 6M | -16.1% | +12.6% | -28.7% | -24.8% |
| YTD | +42.7% | -10.1% | +52.8% | +44.3% |
| 1Y | +68.0% | -6.6% | +74.6% | +66.0% |
| 3Y | +85.8% | +54.0% | +31.9% | +36.8% |
| 5Y | +28.0% | +7.0% | +21.1% | +18.1% |
| 10Y | +1,255.1% | +176.7% | +1,078.4% | +631.7% |
| All | +2,761.6% | +998.3% | +1,763.3% | +499.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling