+954.5%
ATI vs CVE
+135.1%
+819.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.6% | +5.0% |
| 7D | +6.0% | -10.1% | +16.1% | +9.1% |
| 30D | -3.6% | -12.1% | +8.5% | -0.5% |
| 3M | -18.9% | -1.9% | -17.0% | -19.3% |
| 6M | +16.7% | -1.8% | +18.5% | +15.0% |
| YTD | +61.1% | +65.8% | -4.7% | +30.3% |
| 1Y | +89.3% | +60.8% | +28.5% | +54.4% |
| 3Y | +333.3% | +70.1% | +263.2% | +232.2% |
| 5Y | +954.5% | +134.8% | +819.7% | +590.2% |
| All | +954.5% | +135.1% | +819.4% | +590.2% |
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