+489.9%
LITE vs NCLH
-38.8%
+528.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | -1.5% | -6.5% | +5.0% | -0.4% |
| 30D | +6.7% | -23.3% | +30.0% | +11.5% |
| 3M | -6.8% | -18.6% | +11.9% | -4.7% |
| 6M | +29.4% | -26.2% | +55.7% | +35.1% |
| YTD | +139.1% | -30.2% | +169.3% | +147.5% |
| All | +489.9% | -38.8% | +528.7% | +517.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling