-39.2%
NCLH vs BHP
+65.8%
-104.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.3% | +1.0% |
| 7D | -6.5% | -5.0% | -1.5% | -4.3% |
| 30D | -23.3% | +1.2% | -24.5% | -23.9% |
| 3M | -18.6% | +1.8% | -20.5% | -19.8% |
| 6M | -26.2% | +18.0% | -44.3% | -34.7% |
| YTD | -30.2% | +52.7% | -83.0% | -45.3% |
| 1Y | -39.2% | +66.0% | -105.1% | -54.5% |
| All | -39.2% | +65.8% | -104.9% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling