+85.8%
ATI vs CCEP
+30.9%
+54.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.1% | -3.7% |
| 7D | +4.2% | +2.1% | +2.1% | +4.2% |
| 30D | -2.5% | +10.6% | -13.1% | -2.5% |
| 3M | -19.4% | +10.3% | -29.7% | -19.3% |
| 6M | +11.1% | +31.1% | -20.0% | +4.0% |
| YTD | +59.5% | +32.1% | +27.4% | +62.1% |
| 1Y | +85.8% | +32.8% | +52.9% | +89.1% |
| All | +85.8% | +30.9% | +54.8% | +89.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling