+534.5%
MPC vs NCLH
-38.6%
+573.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.3% |
| 7D | -16.2% | +2.0% | -18.2% | -16.4% |
| 30D | -15.7% | +19.1% | -34.8% | -17.5% |
| 3M | +24.9% | -7.5% | +32.4% | +25.5% |
| 6M | +52.7% | +1.0% | +51.7% | +50.8% |
| YTD | +131.9% | -19.7% | +151.6% | +132.8% |
| 1Y | +96.6% | -1.8% | +98.4% | +90.4% |
| 3Y | +163.8% | +36.7% | +127.1% | +135.4% |
| All | +534.5% | -38.6% | +573.1% | +537.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling