-41.5%
NCLH vs EXC
+5.3%
-46.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.6% |
| 7D | -4.6% | +0.3% | -5.0% | -4.6% |
| 30D | -19.9% | -0.9% | -19.1% | -20.0% |
| 3M | -22.0% | -2.7% | -19.3% | -21.9% |
| 6M | -28.3% | -9.4% | -18.9% | -29.9% |
| YTD | -33.5% | +3.0% | -36.5% | -32.4% |
| 1Y | -41.5% | +5.1% | -46.6% | -41.5% |
| All | -41.5% | +5.3% | -46.8% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling