+1,145.9%
DELL vs NCLH
-40.4%
+1,186.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.7% | +10.3% | +11.6% |
| 7D | +8.2% | -4.8% | +13.0% | +9.5% |
| 30D | +17.1% | -21.7% | +38.8% | +24.1% |
| 3M | +45.2% | -22.2% | +67.4% | +53.0% |
| 6M | +286.8% | -27.5% | +314.3% | +310.7% |
| YTD | +354.8% | -33.6% | +388.4% | +387.9% |
| 1Y | +358.3% | -45.0% | +403.2% | +411.8% |
| 3Y | +724.9% | -11.0% | +735.9% | +693.7% |
| All | +1,145.9% | -40.4% | +1,186.4% | +1,123.9% |
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