+1,067.7%
ATI vs CVE
+159.5%
+908.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.5% |
| 7D | -0.1% | +2.5% | -2.6% | -1.1% |
| 30D | +2.7% | +16.7% | -14.0% | -3.3% |
| 3M | +16.3% | +9.3% | +7.0% | +11.3% |
| 6M | +30.2% | +43.6% | -13.4% | +10.3% |
| YTD | +83.6% | +93.6% | -10.0% | +37.6% |
| 1Y | +173.0% | +98.8% | +74.2% | +101.4% |
| 3Y | +356.6% | +73.6% | +283.0% | +244.5% |
| 5Y | +1,074.2% | +312.5% | +761.7% | +488.2% |
| All | +1,067.7% | +159.5% | +908.2% | +424.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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