+246.3%
HPE vs NCLH
-12.2%
+258.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.9% | -4.4% | -5.7% |
| 7D | +1.4% | -6.5% | +8.0% | +3.2% |
| 30D | +1.5% | -22.1% | +23.6% | +8.5% |
| 3M | +21.7% | -18.7% | +40.4% | +27.5% |
| 6M | +164.2% | -28.4% | +192.6% | +183.3% |
| YTD | +132.1% | -34.7% | +166.8% | +151.7% |
| 1Y | +130.6% | -42.7% | +173.4% | +158.9% |
| All | +246.3% | -12.2% | +258.5% | +226.0% |
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 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