-10.9%
NCLH vs JCI
+163.4%
-174.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -2.9% |
| 7D | -4.6% | +4.1% | -8.7% | -7.2% |
| 30D | -19.9% | -3.8% | -16.1% | -18.0% |
| 3M | -22.0% | -1.6% | -20.3% | -22.0% |
| 6M | -28.3% | +9.5% | -37.8% | -34.0% |
| YTD | -33.5% | +21.7% | -55.2% | -43.7% |
| 1Y | -41.5% | +37.1% | -78.6% | -55.1% |
| All | -10.9% | +163.4% | -174.2% | -58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling