-58.0%
NCLH vs CCEP
+236.1%
-294.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -4.8% | -2.8% | -2.0% | -2.5% |
| 30D | -21.7% | -4.0% | -17.6% | -19.1% |
| 3M | -22.2% | +5.2% | -27.4% | -25.8% |
| 6M | -27.5% | +2.7% | -30.2% | -29.5% |
| YTD | -33.6% | +14.5% | -48.1% | -41.0% |
| 1Y | -45.0% | +17.2% | -62.1% | -52.3% |
| 3Y | -11.0% | +79.3% | -90.4% | -49.7% |
| 5Y | -39.7% | +106.8% | -146.5% | -70.4% |
| All | -58.0% | +236.1% | -294.1% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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