+417.3%
LIN vs NCLH
-49.9%
+467.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.9% | +0.6% |
| 7D | +0.1% | +2.7% | -2.6% | -0.3% |
| 30D | +7.6% | +18.4% | -10.8% | +5.0% |
| 3M | +6.5% | -4.3% | +10.8% | +6.8% |
| 6M | +6.2% | +7.9% | -1.7% | +4.2% |
| YTD | +23.2% | -17.4% | +40.7% | +24.0% |
| 1Y | +25.4% | -3.4% | +28.8% | +23.3% |
| 3Y | +38.3% | +44.4% | -6.1% | +23.6% |
| 5Y | +64.4% | -33.7% | +98.1% | +56.2% |
| 10Y | +417.3% | -48.1% | +465.4% | +367.4% |
| All | +417.3% | -49.9% | +467.3% | +367.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling