+189.0%
CDE vs NCLH
-40.4%
+229.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.7% |
| 7D | -3.1% | -4.8% | +1.7% | -1.8% |
| 30D | +9.5% | -21.7% | +31.1% | +16.6% |
| 3M | +25.5% | -22.2% | +47.7% | +33.3% |
| 6M | -7.9% | -27.5% | +19.6% | -0.6% |
| YTD | +15.6% | -33.6% | +49.2% | +26.1% |
| 1Y | +34.0% | -45.0% | +79.0% | +52.7% |
| 3Y | +791.9% | -11.0% | +803.0% | +744.8% |
| All | +189.0% | -40.4% | +229.4% | +189.8% |
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