-41.4%
NCLH vs CNQ
+278.6%
-320.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | -4.8% | +0.1% | -4.9% | -4.9% |
| 30D | -21.7% | +6.2% | -27.9% | -23.1% |
| 3M | -22.2% | +12.4% | -34.6% | -25.4% |
| 6M | -27.5% | +9.0% | -36.6% | -31.1% |
| YTD | -33.6% | +52.2% | -85.8% | -45.4% |
| 1Y | -45.0% | +65.0% | -110.0% | -56.5% |
| 3Y | -11.0% | +78.8% | -89.9% | -35.2% |
| All | -41.4% | +278.6% | -320.0% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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