+33.9%
AAPL vs NCLH
-38.5%
+72.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +0.1% | -6.5% | +6.6% | +0.8% |
| 30D | +3.0% | -23.3% | +26.3% | +6.1% |
| 3M | +2.9% | -18.6% | +21.5% | +4.8% |
| 6M | +22.1% | -26.2% | +48.3% | +25.3% |
| YTD | +18.0% | -30.2% | +48.3% | +21.1% |
| 1Y | +33.9% | -39.2% | +73.1% | +38.9% |
| All | +33.9% | -38.5% | +72.4% | +38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling