-51.3%
NCLH vs JBHT
+186.6%
-237.8%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.4% | -0.1% |
| 7D | +6.3% | +0.9% | +5.3% | +5.7% |
| 30D | +18.9% | -1.1% | +20.0% | +19.6% |
| 3M | -0.2% | -14.8% | +14.6% | +8.8% |
| 6M | +8.4% | -7.4% | +15.8% | +11.0% |
| YTD | -17.1% | +17.3% | -34.4% | -28.3% |
| 1Y | -2.8% | +35.3% | -38.1% | -23.7% |
| 3Y | +40.4% | +33.9% | +6.5% | +4.5% |
| 5Y | -30.8% | +22.5% | -53.3% | -45.5% |
| 10Y | -51.3% | +181.3% | -232.6% | -79.2% |
| All | -51.3% | +186.6% | -237.8% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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