+454.2%
ATI vs CVE
+62.8%
+391.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.7% | -3.3% | -4.8% |
| 7D | -3.8% | -14.1% | +10.3% | +2.6% |
| 30D | -13.5% | -11.6% | -1.9% | -9.1% |
| 3M | -17.9% | 0.0% | -18.0% | -19.1% |
| 6M | +8.4% | -8.4% | +16.7% | +9.3% |
| YTD | +46.7% | +65.9% | -19.2% | +9.4% |
| 1Y | +74.5% | +69.4% | +5.1% | +28.3% |
| 3Y | +303.7% | +55.9% | +247.8% | +197.0% |
| 5Y | +848.9% | +146.2% | +702.8% | +410.4% |
| 10Y | +1,089.7% | +140.6% | +949.1% | +384.7% |
| All | +454.2% | +62.8% | +391.4% | +180.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling