+1,358.0%
LITE vs NCLH
+37.2%
+1,320.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.3% |
| 7D | +10.8% | +0.2% | +10.6% | +10.9% |
| 30D | -33.4% | +20.8% | -54.2% | -38.4% |
| 3M | -32.2% | -8.1% | -24.1% | -30.3% |
| 6M | -42.1% | +11.8% | -53.9% | -46.6% |
| YTD | +61.9% | -19.5% | +81.4% | +66.9% |
| 1Y | +163.0% | -3.2% | +166.2% | +146.9% |
| 3Y | +1,358.0% | +37.1% | +1,320.9% | +1,003.3% |
| All | +1,358.0% | +37.2% | +1,320.8% | +1,003.3% |
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 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