+146.4%
CCL vs ATI
+320.9%
-174.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.4% | -4.0% | -1.4% |
| 7D | +3.1% | +6.2% | -3.0% | +0.4% |
| 30D | +13.7% | -7.1% | +20.8% | +16.7% |
| 3M | +3.8% | -21.3% | +25.1% | +14.3% |
| 6M | +9.3% | +6.5% | +2.8% | +4.0% |
| YTD | -1.1% | +53.2% | -54.3% | -19.1% |
| 1Y | +14.6% | +82.7% | -68.2% | -12.5% |
| 3Y | +146.4% | +314.3% | -167.9% | +40.1% |
| All | +146.4% | +320.9% | -174.5% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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