+360.5%
RCL vs SSNC
+186.8%
+173.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -2.0% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | +19.4% | -1.9% | +21.3% | +20.6% |
| 3M | +9.8% | -0.2% | +9.9% | +8.8% |
| 6M | +28.6% | +19.4% | +9.2% | +9.1% |
| YTD | +22.2% | -8.1% | +30.3% | +26.2% |
| 1Y | +29.7% | -5.3% | +35.0% | +30.7% |
| 3Y | +265.3% | +56.9% | +208.4% | +138.1% |
| 5Y | +301.8% | +8.0% | +293.7% | +258.4% |
| 10Y | +360.5% | +183.6% | +176.9% | +155.4% |
| All | +360.5% | +186.8% | +173.7% | +155.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling