-66.2%
NCLH vs DOCU
+104.4%
-170.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | +6.3% | -3.4% | +9.6% | +7.3% |
| 30D | +18.9% | +9.3% | +9.6% | +15.7% |
| 3M | -0.2% | +30.2% | -30.4% | -8.3% |
| 6M | +8.4% | +62.1% | -53.8% | -7.2% |
| YTD | -17.1% | +13.5% | -30.6% | -22.1% |
| 1Y | -2.8% | +11.5% | -14.3% | -8.4% |
| 3Y | +40.4% | +89.5% | -49.1% | +10.2% |
| 5Y | -30.8% | -69.6% | +38.9% | -28.5% |
| All | -66.2% | +104.4% | -170.6% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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