+496.0%
LIN vs NCLH
-25.0%
+521.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.7% |
| 7D | +0.3% | +1.2% | -0.8% | +0.2% |
| 30D | +8.0% | +22.6% | -14.6% | +5.0% |
| 3M | +7.7% | +0.6% | +7.1% | +7.2% |
| 6M | +5.1% | +13.5% | -8.4% | +2.5% |
| YTD | +24.7% | -15.7% | +40.4% | +25.1% |
| 1Y | +25.1% | 0.0% | +25.1% | +22.4% |
| 3Y | +36.8% | +42.8% | -5.9% | +22.6% |
| 5Y | +67.9% | -28.4% | +96.3% | +57.9% |
| 10Y | +427.2% | -51.0% | +478.2% | +354.3% |
| All | +496.0% | -25.0% | +521.0% | +399.3% |
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