-39.2%
NCLH vs JCI
+37.7%
-76.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.9% |
| 7D | -6.5% | +3.8% | -10.3% | -8.0% |
| 30D | -23.3% | -5.7% | -17.6% | -21.4% |
| 3M | -18.6% | -1.4% | -17.2% | -18.5% |
| 6M | -26.2% | +4.1% | -30.4% | -29.4% |
| YTD | -30.2% | +21.7% | -52.0% | -37.0% |
| 1Y | -39.2% | +36.1% | -75.3% | -46.7% |
| All | -39.2% | +37.7% | -76.8% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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