+3,682.3%
CLS vs NCLH
-39.0%
+3,721.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +2.2% |
| 7D | +20.1% | -4.6% | +24.7% | +21.9% |
| 30D | +6.0% | -19.9% | +26.0% | +13.7% |
| 3M | -10.3% | -22.0% | +11.7% | -3.6% |
| 6M | +24.5% | -28.3% | +52.8% | +36.5% |
| YTD | +12.9% | -33.5% | +46.3% | +24.4% |
| 1Y | +36.7% | -41.5% | +78.1% | +55.5% |
| 3Y | +1,328.1% | -8.9% | +1,337.0% | +1,257.1% |
| 5Y | +3,682.3% | -40.5% | +3,722.8% | +3,764.0% |
| All | +3,682.3% | -39.0% | +3,721.4% | +3,764.0% |
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