-29.8%
DIS vs NCLH
-34.4%
+4.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | +1.3% |
| 7D | +5.3% | +2.7% | +2.6% | +4.6% |
| 30D | +10.2% | +18.4% | -8.1% | +5.5% |
| 3M | +13.5% | -4.3% | +17.8% | +14.1% |
| 6M | +11.1% | +7.9% | +3.2% | +7.7% |
| YTD | +5.5% | -17.4% | +22.9% | +7.1% |
| 1Y | +9.1% | -3.4% | +12.5% | +6.1% |
| 3Y | +36.0% | +44.4% | -8.4% | +11.2% |
| 5Y | -29.8% | -33.7% | +3.9% | -34.9% |
| All | -29.8% | -34.4% | +4.6% | -34.9% |
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