+565.7%
AMZN vs NCLH
-56.9%
+622.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.7% |
| 7D | -0.7% | -4.8% | +4.1% | +0.1% |
| 30D | -3.9% | -21.7% | +17.7% | -0.3% |
| 3M | +6.3% | -22.2% | +28.6% | +10.1% |
| 6M | +20.8% | -27.5% | +48.3% | +25.9% |
| YTD | +11.2% | -33.6% | +44.8% | +16.8% |
| 1Y | +11.7% | -45.0% | +56.7% | +20.1% |
| 3Y | +79.4% | -11.0% | +90.5% | +74.9% |
| 5Y | +48.0% | -39.7% | +87.8% | +45.0% |
| All | +565.7% | -56.9% | +622.6% | +683.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling