-39.2%
NCLH vs JHX
+56.2%
-95.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -1.5% |
| 7D | -6.5% | +1.5% | -8.0% | -7.3% |
| 30D | -23.3% | +7.2% | -30.5% | -26.2% |
| 3M | -18.6% | +29.9% | -48.5% | -29.8% |
| 6M | -26.2% | +35.4% | -61.6% | -39.8% |
| YTD | -30.2% | +46.5% | -76.7% | -44.7% |
| 1Y | -39.2% | +55.5% | -94.7% | -52.2% |
| All | -39.2% | +56.2% | -95.4% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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