+40.9%
DUK vs NCLH
-40.4%
+81.4%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | -0.7% | -4.8% | +4.2% | -0.6% |
| 30D | -2.4% | -21.7% | +19.2% | -2.3% |
| 3M | -3.0% | -22.2% | +19.3% | -2.8% |
| 6M | -6.6% | -27.5% | +21.0% | -6.3% |
| YTD | +4.6% | -33.6% | +38.2% | +4.8% |
| 1Y | +1.2% | -45.0% | +46.2% | +1.7% |
| 3Y | +45.7% | -11.0% | +56.7% | +44.0% |
| All | +40.9% | -40.4% | +81.4% | +40.7% |
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