-6.7%
AXP vs NCLH
-8.8%
+2.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.8% | -4.6% | +0.8% |
| 7D | +4.6% | +15.8% | -11.2% | +1.4% |
| 30D | +9.7% | +25.1% | -15.3% | +4.7% |
| 3M | -3.8% | -7.3% | +3.5% | -2.7% |
| 6M | +4.8% | +8.1% | -3.3% | +2.0% |
| YTD | -9.1% | -16.7% | +7.6% | -7.4% |
| 1Y | -6.7% | -1.0% | -5.7% | -12.2% |
| All | -6.7% | -8.8% | +2.1% | -12.2% |
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