+4.8%
NCLH vs DOCU
+63.4%
-58.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.6% | -4.3% |
| 7D | -2.5% | -3.2% | +0.7% | -2.2% |
| 30D | +14.5% | +15.7% | -1.2% | +12.0% |
| 3M | -12.5% | +37.3% | -49.8% | -17.2% |
| 6M | +4.8% | +63.1% | -58.3% | -2.3% |
| All | +4.8% | +63.4% | -58.5% | -2.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling