+996.8%
ATI vs CCEP
+315.0%
+681.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | +1.3% | +5.4% | -4.0% | -1.7% |
| 30D | -4.8% | +12.8% | -17.5% | -11.6% |
| 3M | -19.9% | +10.9% | -30.8% | -25.3% |
| 6M | +15.4% | +25.6% | -10.3% | -1.2% |
| YTD | +59.2% | +31.0% | +28.2% | +32.8% |
| 1Y | +86.3% | +32.3% | +54.0% | +54.2% |
| 3Y | +318.2% | +110.5% | +207.7% | +149.8% |
| 5Y | +958.6% | +141.8% | +816.8% | +457.4% |
| 10Y | +996.8% | +341.1% | +655.6% | +351.9% |
| All | +996.8% | +315.0% | +681.8% | +351.9% |
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