+469.4%
ASX vs NCLH
-34.4%
+503.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.8% | +7.9% |
| 7D | -12.3% | +2.7% | -15.0% | -12.7% |
| 30D | -26.0% | +18.4% | -44.4% | -28.9% |
| 3M | -8.1% | -4.3% | -3.8% | -7.3% |
| 6M | +1.4% | +7.9% | -6.5% | -1.6% |
| YTD | +115.6% | -17.4% | +133.0% | +119.9% |
| 1Y | +128.0% | -3.4% | +131.4% | +123.1% |
| 3Y | +371.4% | +44.4% | +327.0% | +292.9% |
| 5Y | +469.4% | -33.7% | +503.1% | +395.3% |
| All | +469.4% | -34.4% | +503.8% | +395.3% |
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