+57.7%
AZN vs NCLH
-40.4%
+98.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.2% |
| 7D | -1.6% | -4.8% | +3.3% | -1.2% |
| 30D | +1.1% | -21.7% | +22.7% | +2.6% |
| 3M | -12.1% | -22.2% | +10.1% | -10.9% |
| 6M | -17.1% | -27.5% | +10.4% | -15.8% |
| YTD | -12.0% | -33.6% | +21.6% | -10.2% |
| 1Y | -0.2% | -45.0% | +44.8% | +2.8% |
| 3Y | +26.8% | -11.0% | +37.8% | +23.7% |
| All | +57.7% | -40.4% | +98.1% | +53.0% |
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