+1,168.1%
RCL vs SSNC
+1,013.9%
+154.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.1% |
| 7D | +8.5% | -2.5% | +11.1% | +10.3% |
| 30D | +20.4% | -2.7% | +23.1% | +22.2% |
| 3M | +11.0% | -0.8% | +11.8% | +10.8% |
| 6M | +24.9% | +15.5% | +9.3% | +11.2% |
| YTD | +23.9% | -8.8% | +32.7% | +28.1% |
| 1Y | +30.8% | -5.8% | +36.6% | +32.4% |
| 3Y | +270.4% | +55.7% | +214.7% | +163.5% |
| 5Y | +296.1% | +6.7% | +289.4% | +266.9% |
| 10Y | +375.0% | +184.0% | +191.0% | +153.8% |
| All | +1,168.1% | +1,013.9% | +154.2% | +160.7% |
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 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