+45.0%
AAPL vs NCLH
-42.7%
+87.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.6% |
| 7D | +3.8% | -4.8% | +8.7% | +4.4% |
| 30D | +9.9% | -21.7% | +31.6% | +13.0% |
| 3M | +12.5% | -22.2% | +34.7% | +15.3% |
| 6M | +27.6% | -27.5% | +55.2% | +31.3% |
| YTD | +22.6% | -33.6% | +56.2% | +26.5% |
| 1Y | +45.0% | -45.0% | +90.0% | +58.1% |
| All | +45.0% | -42.7% | +87.7% | +58.1% |
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