+82.7%
ATI vs CVE
+67.8%
+14.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.4% |
| 7D | +6.2% | -16.1% | +22.3% | +3.8% |
| 30D | -7.1% | -10.4% | +3.3% | -8.2% |
| 3M | -21.3% | -2.4% | -19.0% | -21.3% |
| 6M | +6.5% | -4.4% | +10.9% | +6.3% |
| YTD | +53.2% | +64.9% | -11.8% | +48.4% |
| 1Y | +82.7% | +66.0% | +16.7% | +76.7% |
| All | +82.7% | +67.8% | +14.9% | +76.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling