+901.1%
ATI vs CVE
+142.8%
+758.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.6% |
| 7D | +6.2% | -16.1% | +22.3% | +11.2% |
| 30D | -7.1% | -10.4% | +3.3% | -4.6% |
| 3M | -21.3% | -2.4% | -19.0% | -21.6% |
| 6M | +6.5% | -4.4% | +10.9% | +5.8% |
| YTD | +53.2% | +64.9% | -11.8% | +24.1% |
| 1Y | +82.7% | +66.0% | +16.7% | +47.2% |
| 3Y | +314.3% | +57.7% | +256.7% | +225.4% |
| All | +901.1% | +142.8% | +758.3% | +554.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling