+970.1%
ATI vs CVE
+147.6%
+822.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.8% |
| 7D | +13.0% | +4.6% | +8.3% | +11.1% |
| 30D | +0.2% | -12.0% | +12.2% | +4.5% |
| 3M | -17.5% | -3.8% | -13.7% | -17.1% |
| 6M | +18.1% | -2.7% | +20.8% | +16.7% |
| YTD | +65.7% | +73.6% | -7.9% | +28.6% |
| 1Y | +91.9% | +62.0% | +29.9% | +52.6% |
| 3Y | +335.2% | +72.7% | +262.5% | +227.6% |
| 5Y | +1,004.3% | +153.9% | +850.4% | +570.8% |
| All | +970.1% | +147.6% | +822.5% | +370.5% |
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