+36.7%
NCLH vs ALLE
+88.9%
-52.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.4% |
| 7D | +2.0% | -0.6% | +2.6% | +2.5% |
| 30D | +19.1% | +25.3% | -6.3% | +4.5% |
| 3M | -7.5% | +10.3% | -17.8% | -12.5% |
| 6M | +1.0% | +38.0% | -37.1% | -16.5% |
| YTD | -19.7% | +17.8% | -37.5% | -29.4% |
| 1Y | -1.8% | +13.6% | -15.4% | -11.3% |
| 3Y | +36.7% | +89.2% | -52.5% | -17.4% |
| All | +36.7% | +88.9% | -52.2% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 3y: compounded portfolio wealth divided by compounded ALLE 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…
3y analysis · Full analysis span regression · 6 months rolling