+1,088.8%
ATI vs CCEP
+108.6%
+980.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.8% |
| 7D | +3.2% | -1.0% | +4.1% | +3.4% |
| 30D | -9.0% | -1.6% | -7.4% | -8.6% |
| 3M | +15.1% | +11.9% | +3.2% | +9.8% |
| 6M | +38.1% | +7.5% | +30.7% | +33.6% |
| YTD | +80.7% | +18.7% | +61.9% | +68.7% |
| 1Y | +167.5% | +21.4% | +146.1% | +146.6% |
| 3Y | +366.0% | +89.1% | +276.9% | +250.7% |
| 5Y | +1,088.8% | +108.7% | +980.1% | +774.2% |
| All | +1,088.8% | +108.6% | +980.2% | +774.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling