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Canli Capital

Measurements

Cost model realism

Cost model realism is one of 21 measurements this engine publishes in full. It is regenerated from a real run rather than transcribed, and it is shown here with its own claim boundary so the number and its limits arrive together.

The measurement

Go live date
2026-08-07
Schema
canli.alphac-cost-model-realism.v1

Crypto sleeve

All taker
yes
Book exhausted count
0
Database exists
yes
Fills since go live
0
Fills total
24
Modelled taker bps
5
Notional total
159576.536982
Realised commission bps MEASURED
5

Slippage bps MEASURED

Max
-1.282038
Mean
-3.181039
Median
-3.328349
Min
-4.409572

Note. Recorded against `modeled_price`, so this IS a real execution measurement — the only one in the book. Negative is favourable. All 24 fills are taker and none exhausted the book.

Window

  • 2026-07-05
  • 2026-07-30

Equity sleeves

AlphaMax

Commission
NOT MEASURABLE — no fee column in this fills table
Database exists
yes
Fills since go live
1063
Fills total
3075
Notional since go live
748509.470238

Slippage vs decision price. NOT MEASURABLE — the fills record limit_price, a PADDED marketable limit, not the price the decision was taken at. A fill that beats it is beating the padding.

Submit to fill latency seconds

3 further fields. Read them in the artifact.

AlphaTrend

Commission
NOT MEASURABLE — no fee column in this fills table
Database exists
yes
Fills since go live
98
Fills total
311
Notional since go live
842220.826596

Slippage vs decision price. NOT MEASURABLE — the fills record limit_price, a PADDED marketable limit, not the price the decision was taken at. A fill that beats it is beating the padding.

Submit to fill latency seconds

3 further fields. Read them in the artifact.

AlphaVintage

Commission
NOT MEASURABLE — no fee column in this fills table
Database exists
yes
Fills since go live
15
Fills total
15
Notional since go live
1028168.623657

Slippage vs decision price. NOT MEASURABLE — the fills record limit_price, a PADDED marketable limit, not the price the decision was taken at. A fill that beats it is beating the padding.

Submit to fill latency seconds

3 further fields. Read them in the artifact.

Modelled parameters

Crypto taker bps
5
Default half spread bps
2.500000
Equity borrow bps annual
50
Equity commission bps
1
Equity half spread bps
3
Equity taker bps
1
Impact coef
1
Latency addon bps
2

Verdict. The one checkable component MATCHES exactly. The rest is not checkable from what is recorded, and the latency component is modelled as the wrong kind of quantity. No cost parameter should move on this evidence; the schema should.

What cannot be asked and the fix. Slippage against the decision price is not computable for the equity sleeves: the fills record `limit_price`, a PADDED marketable limit, so a fill beating it by 54bp is beating the padding, not the market. Equity commission is not computable either — there is no fee column. THE FIX IS ONE FIELD: record the reference mid at `submitted_ts` on every order. That single addition turns implementation shortfall from unanswerable into a daily measurement, and it costs nothing to capture at the moment the order is built.

What matched. Crypto commission. Measured 5.00bp against a modelled taker fee of 5.0bp — exact. The one cost component in the book that can be checked against reality checks out.

⚠️ crypto has not traded since go live

Fills since go live
0

Last fill window

  • 2026-07-05
  • 2026-07-30

Note. Zero crypto fills since the 2026-08-07 re-baseline, with the last on 2026-07-30, against a weekly rebalance cadence over a fifteen-day record. The sleeve is marking equity but not trading. Surfaced, not diagnosed — it may be a no-trade band holding, and it may not.

⚠️ the latency finding

Median submit to fill hours
5.515539
Modelled latency addon bps
2

Why this matters. Median submit-to-fill latency across the equity sleeves is about 5.5 HOURS, not seconds — orders are submitted after the close and fill at the next open. The cost model represents latency as a flat 2bp add-on, which is a microstructure quantity. An overnight gap is not a spread: it is unhedged exposure to whatever happens between submission and fill, and its cost is a distribution with a fat tail rather than a constant. This is not evidence the model is wrong by a specific amount — it is evidence that this component is modelled as the wrong KIND of thing, and nothing here measures its size.

Check it yourself

Every figure above is read from /glassbox/cost_model_realism.json, the artifact the engine wrote. Nothing on this page is typed by hand: the page is generated from that file, so a figure that moves in the artifact moves here and a figure that is not in the artifact cannot appear here at all.

All 21 measurements · The glass box · The research library