+45.2%
AMZN vs NCLH
-42.0%
+87.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.3% |
| 7D | -2.7% | -6.5% | +3.8% | -1.0% |
| 30D | -7.5% | -22.1% | +14.6% | -1.6% |
| 3M | +5.8% | -18.7% | +24.5% | +10.6% |
| 6M | +17.5% | -28.4% | +45.9% | +26.0% |
| YTD | +9.1% | -34.7% | +43.9% | +18.4% |
| 1Y | +9.4% | -42.7% | +52.1% | +21.7% |
| 3Y | +82.2% | -10.6% | +92.8% | +69.1% |
| 5Y | +45.2% | -40.7% | +86.0% | +35.8% |
| All | +45.2% | -42.0% | +87.2% | +35.8% |
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