-11.2%
AXP vs NCLH
-3.5%
-7.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | +0.6% | +2.0% | -1.4% | +0.2% |
| 30D | +5.8% | +19.1% | -13.2% | +2.0% |
| 3M | -6.0% | -7.5% | +1.5% | -4.9% |
| 6M | +0.3% | +1.0% | -0.7% | -1.0% |
| YTD | -12.3% | -19.7% | +7.5% | -9.9% |
| 1Y | -11.2% | -1.8% | -9.5% | -17.7% |
| All | -11.2% | -3.5% | -7.7% | -17.7% |
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