-80.0%
CHTR vs ALHC
-66.2%
-13.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.9% | +6.2% | +4.5% |
| 7D | +17.2% | +0.3% | +16.9% | +17.2% |
| 30D | +31.6% | -10.6% | +42.2% | +32.6% |
| 3M | -11.6% | -45.3% | +33.7% | -7.8% |
| 6M | -3.3% | -59.7% | +56.5% | +2.2% |
| YTD | -33.7% | -62.7% | +29.0% | -29.9% |
| 1Y | -32.4% | -56.1% | +23.7% | -29.6% |
| 3Y | -65.9% | +21.3% | -87.2% | -69.1% |
| All | -80.0% | -66.2% | -13.8% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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