-40.5%
NCLH vs LCID
-97.8%
+57.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.8% | +4.3% | -1.9% |
| 7D | -4.6% | -9.3% | +4.7% | -2.7% |
| 30D | -19.9% | -35.4% | +15.5% | -12.7% |
| 3M | -22.0% | -17.1% | -4.9% | -21.6% |
| 6M | -28.3% | -58.9% | +30.6% | -17.2% |
| YTD | -33.5% | -59.6% | +26.1% | -23.7% |
| 1Y | -41.5% | -78.0% | +36.5% | -24.4% |
| 3Y | -8.9% | -92.7% | +83.8% | +35.1% |
| 5Y | -40.5% | -97.8% | +57.4% | +16.2% |
| All | -40.5% | -97.8% | +57.3% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling