-37.0%
NCLH vs AVAV
+44.7%
-81.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.0% | -1.8% |
| 7D | -0.3% | +3.2% | -3.5% | -0.9% |
| 30D | -20.1% | -20.3% | +0.3% | -16.3% |
| 3M | -17.0% | -19.4% | +2.4% | -14.6% |
| 6M | -23.2% | -35.3% | +12.0% | -17.8% |
| YTD | -31.0% | -38.5% | +7.4% | -26.7% |
| 1Y | -37.3% | -37.2% | -0.1% | -34.9% |
| 3Y | -5.6% | +31.1% | -36.7% | -27.1% |
| 5Y | -37.0% | +41.0% | -78.0% | -59.4% |
| All | -37.0% | +44.7% | -81.7% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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