+1,067.0%
ATI vs CVE
+136.7%
+930.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.6% | +5.0% |
| 7D | +6.0% | -10.1% | +16.1% | +10.1% |
| 30D | -3.6% | -12.1% | +8.5% | +0.5% |
| 3M | -18.9% | -1.9% | -17.0% | -19.2% |
| 6M | +16.7% | -1.8% | +18.5% | +14.8% |
| YTD | +61.1% | +65.8% | -4.7% | +27.1% |
| 1Y | +89.3% | +60.8% | +28.5% | +50.7% |
| 3Y | +333.3% | +70.1% | +263.2% | +227.8% |
| 5Y | +954.5% | +134.8% | +819.7% | +560.4% |
| 10Y | +1,067.0% | +130.1% | +936.9% | +425.1% |
| All | +1,067.0% | +136.7% | +930.3% | +425.1% |
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