-3.2%
MCD vs NCLH
-5.7%
+2.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.2% | +0.2% |
| 7D | +7.3% | +6.3% | +1.0% | +6.6% |
| 30D | +20.0% | +18.9% | +1.1% | +18.0% |
| 3M | +3.8% | -0.2% | +4.0% | +3.4% |
| 6M | +3.8% | +8.4% | -4.6% | +2.3% |
| YTD | -5.9% | -17.1% | +11.2% | -5.3% |
| 1Y | -3.2% | -2.8% | -0.5% | -4.3% |
| All | -3.2% | -5.7% | +2.5% | -4.3% |
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 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