-29.6%
NCLH vs DOCN
-29.3%
-0.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | +0.6% |
| 7D | +0.2% | +19.1% | -18.9% | -4.7% |
| 30D | +20.8% | -21.0% | +41.8% | +27.1% |
| 3M | -8.1% | -34.7% | +26.6% | 0.0% |
| 6M | +11.8% | -45.8% | +57.6% | +24.7% |
| YTD | -19.5% | +79.4% | -98.9% | -45.3% |
| 1Y | -3.2% | +91.0% | -94.2% | -35.9% |
| 3Y | +37.1% | +237.5% | -200.4% | -33.7% |
| All | -29.6% | -29.3% | -0.3% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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