-40.5%
NCLH vs ACI
-43.7%
+3.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -3.3% |
| 7D | -4.6% | -5.0% | +0.4% | -4.1% |
| 30D | -19.9% | -2.3% | -17.6% | -19.7% |
| 3M | -22.0% | -23.2% | +1.2% | -20.2% |
| 6M | -28.3% | -29.5% | +1.2% | -26.3% |
| YTD | -33.5% | -28.6% | -4.9% | -31.9% |
| 1Y | -41.5% | -34.0% | -7.4% | -39.5% |
| 3Y | -8.9% | -45.0% | +36.1% | -4.0% |
| 5Y | -40.5% | -44.0% | +3.6% | -38.8% |
| All | -40.5% | -43.7% | +3.2% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling