+28.5%
CLS vs NCLH
-42.6%
+71.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.2% |
| 7D | +5.0% | -6.5% | +11.5% | +6.3% |
| 30D | +4.8% | -22.1% | +26.9% | +9.8% |
| 3M | -10.4% | -18.7% | +8.3% | -7.1% |
| 6M | +20.8% | -28.4% | +49.2% | +26.0% |
| YTD | +10.0% | -34.7% | +44.7% | +16.2% |
| 1Y | +28.5% | -42.7% | +71.2% | +29.6% |
| All | +28.5% | -42.6% | +71.1% | +29.6% |
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