-35.9%
AAL vs NCLH
-39.0%
+3.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +2.1% |
| 7D | -1.3% | -4.6% | +3.3% | +1.2% |
| 30D | -13.7% | -19.9% | +6.2% | -3.0% |
| 3M | -8.2% | -22.0% | +13.8% | +4.3% |
| 6M | +13.1% | -28.3% | +41.4% | +33.1% |
| YTD | -15.6% | -33.5% | +17.9% | +1.8% |
| 1Y | +1.4% | -41.5% | +42.9% | +29.5% |
| 3Y | -7.4% | -8.9% | +1.5% | -14.6% |
| 5Y | -35.9% | -40.5% | +4.5% | -29.4% |
| All | -35.9% | -39.0% | +3.1% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH 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 NCLH 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