+17.5%
NCLH vs ACI
+32.8%
-15.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | +0.2% | +2.3% | -2.0% | +0.1% |
| 30D | +20.8% | +1.2% | +19.5% | +20.6% |
| 3M | -8.1% | +6.8% | -14.9% | -8.7% |
| 6M | +11.8% | -18.7% | +30.6% | +12.9% |
| YTD | -19.5% | -20.2% | +0.7% | -18.9% |
| 1Y | -3.2% | -23.7% | +20.5% | -2.1% |
| 3Y | +37.1% | -31.6% | +68.7% | +39.1% |
| 5Y | -29.9% | -42.8% | +12.8% | -28.9% |
| All | +17.5% | +32.8% | -15.3% | +34.2% |
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