+1,312.5%
CLS vs NCLH
-6.4%
+1,318.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.2% | +6.8% | +6.0% |
| 7D | +12.8% | -0.3% | +13.0% | +12.8% |
| 30D | +3.8% | -20.1% | +23.9% | +12.2% |
| 3M | -14.6% | -17.0% | +2.4% | -9.7% |
| 6M | +32.2% | -23.2% | +55.5% | +42.8% |
| YTD | +11.6% | -31.0% | +42.7% | +22.5% |
| 1Y | +35.1% | -37.3% | +72.3% | +52.0% |
| 3Y | +1,312.5% | -5.6% | +1,318.1% | +1,190.5% |
| All | +1,312.5% | -6.4% | +1,318.9% | +1,190.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling