+587.5%
INTC vs NCLH
-38.7%
+626.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.2% | +10.2% | +9.3% |
| 7D | +17.4% | -0.3% | +17.7% | +17.5% |
| 30D | +2.8% | -20.1% | +22.8% | +7.3% |
| 3M | -5.3% | -17.0% | +11.8% | -2.4% |
| 6M | +140.6% | -23.2% | +163.8% | +151.1% |
| YTD | +183.1% | -31.0% | +214.2% | +199.3% |
| 1Y | +326.8% | -37.3% | +364.0% | +356.6% |
| 3Y | +179.4% | -5.6% | +185.0% | +169.5% |
| 5Y | +111.7% | -37.0% | +148.7% | +107.5% |
| 10Y | +253.8% | -55.3% | +309.1% | +228.2% |
| All | +587.5% | -38.7% | +626.2% | +536.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling