+1,178.1%
ATI vs CCEP
+237.8%
+940.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | +1.1% |
| 7D | +2.4% | -3.7% | +6.1% | +4.4% |
| 30D | -9.5% | -2.1% | -7.4% | -8.6% |
| 3M | +10.4% | +7.2% | +3.2% | +4.8% |
| 6M | +31.8% | +3.3% | +28.5% | +27.7% |
| YTD | +80.0% | +15.7% | +64.3% | +62.9% |
| 1Y | +175.8% | +16.6% | +159.3% | +146.8% |
| 3Y | +364.2% | +84.3% | +280.0% | +205.0% |
| 5Y | +1,076.9% | +109.0% | +967.8% | +592.3% |
| 10Y | +1,178.1% | +238.1% | +939.9% | +534.0% |
| All | +1,178.1% | +237.8% | +940.3% | +534.0% |
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