+1,141.3%
ATI vs CCEP
+1,532.2%
-390.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.1% | +4.5% |
| 7D | -0.1% | -3.1% | +3.0% | +1.4% |
| 30D | +2.7% | -2.6% | +5.3% | +3.8% |
| 3M | +16.3% | +14.9% | +1.4% | +7.5% |
| 6M | +30.2% | +2.3% | +27.9% | +27.5% |
| YTD | +83.6% | +17.8% | +65.7% | +67.0% |
| 1Y | +173.0% | +24.2% | +148.8% | +140.5% |
| 3Y | +356.6% | +84.7% | +271.9% | +223.4% |
| 5Y | +1,074.2% | +103.2% | +971.0% | +675.2% |
| 10Y | +1,136.2% | +257.4% | +878.8% | +514.9% |
| All | +1,141.3% | +1,532.2% | -390.9% | +193.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling