-58.0%
NCLH vs AEE
+191.1%
-249.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.7% |
| 7D | -4.8% | -0.8% | -4.0% | -4.5% |
| 30D | -21.7% | -2.9% | -18.8% | -20.8% |
| 3M | -22.2% | -2.4% | -19.8% | -21.7% |
| 6M | -27.5% | -2.7% | -24.8% | -27.1% |
| YTD | -33.6% | +7.3% | -40.9% | -35.7% |
| 1Y | -45.0% | +7.5% | -52.5% | -46.9% |
| 3Y | -11.0% | +46.2% | -57.2% | -24.7% |
| 5Y | -39.7% | +39.7% | -79.4% | -48.4% |
| All | -58.0% | +191.1% | -249.1% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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