-4.6%
NCLH vs ACI
+17.4%
-22.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.8% |
| 7D | -6.5% | -7.1% | +0.5% | -6.0% |
| 30D | -22.1% | -4.5% | -17.6% | -21.8% |
| 3M | -18.7% | -22.3% | +3.6% | -17.4% |
| 6M | -28.4% | -28.4% | 0.0% | -27.0% |
| YTD | -34.7% | -29.5% | -5.2% | -33.5% |
| 1Y | -42.7% | -34.2% | -8.5% | -41.3% |
| 3Y | -10.6% | -45.7% | +35.1% | -7.3% |
| 5Y | -40.7% | -40.8% | 0.0% | -39.4% |
| All | -4.6% | +17.4% | -22.0% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling