+367.2%
ATI vs CVE
+72.1%
+295.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.3% |
| 7D | -0.1% | +2.5% | -2.6% | -0.7% |
| 30D | +2.7% | +16.7% | -14.0% | -1.4% |
| 3M | +16.3% | +9.3% | +7.0% | +13.2% |
| 6M | +30.2% | +43.6% | -13.4% | +13.8% |
| YTD | +83.6% | +93.6% | -10.0% | +42.6% |
| 1Y | +173.0% | +98.8% | +74.2% | +108.6% |
| All | +367.2% | +72.1% | +295.1% | +227.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling