+593.4%
ATI vs CVE
+89.9%
+503.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.6% |
| 7D | -0.1% | +2.5% | -2.6% | -1.3% |
| 30D | +2.7% | +16.7% | -14.0% | -4.7% |
| 3M | +16.3% | +9.3% | +7.0% | +10.0% |
| 6M | +30.2% | +43.6% | -13.4% | +6.1% |
| YTD | +83.6% | +93.6% | -10.0% | +28.8% |
| 1Y | +173.0% | +98.8% | +74.2% | +87.8% |
| 3Y | +356.6% | +73.6% | +283.0% | +222.2% |
| 5Y | +1,074.2% | +312.5% | +761.7% | +391.5% |
| 10Y | +1,136.2% | +161.0% | +975.2% | +397.2% |
| All | +593.4% | +89.9% | +503.5% | +229.9% |
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 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