-83.0%
CHTR vs ALHC
-30.4%
-52.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.2% | -4.9% | -7.9% |
| 7D | -15.8% | -4.1% | -11.7% | -15.5% |
| 30D | -12.7% | -5.4% | -7.2% | -12.3% |
| 3M | -1.1% | -32.1% | +31.0% | +1.2% |
| 6M | -39.9% | -28.5% | -11.4% | -39.2% |
| YTD | -35.9% | -34.0% | -1.8% | -34.7% |
| 1Y | -49.2% | -20.9% | -28.2% | -49.1% |
| 3Y | -68.3% | +151.5% | -219.8% | -72.9% |
| All | -83.0% | -30.4% | -52.6% | -84.7% |
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