+930.3%
ATI vs CCEP
+342.6%
+587.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.1% | -4.5% |
| 7D | +4.2% | +2.1% | +2.1% | +2.9% |
| 30D | -2.5% | +10.6% | -13.1% | -8.5% |
| 3M | -19.4% | +10.3% | -29.7% | -24.6% |
| 6M | +11.1% | +31.1% | -20.0% | -7.3% |
| YTD | +59.5% | +32.1% | +27.4% | +32.4% |
| 1Y | +85.8% | +32.8% | +52.9% | +53.4% |
| 3Y | +311.9% | +111.3% | +200.6% | +145.3% |
| 5Y | +963.2% | +147.5% | +815.7% | +450.3% |
| All | +930.3% | +342.6% | +587.8% | +321.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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