-5.6%
NCLH vs LCID
-92.3%
+86.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | -0.3% | +1.8% | -2.0% | -0.6% |
| 30D | -20.1% | -34.2% | +14.2% | -14.5% |
| 3M | -17.0% | -9.1% | -7.9% | -17.9% |
| 6M | -23.2% | -52.6% | +29.4% | -15.7% |
| YTD | -31.0% | -56.2% | +25.1% | -23.9% |
| 1Y | -37.3% | -74.9% | +37.6% | -24.8% |
| 3Y | -5.6% | -92.1% | +86.5% | +43.4% |
| All | -5.6% | -92.3% | +86.7% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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