-29.6%
NCLH vs LCID
-99.3%
+69.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.7% | +1.4% |
| 7D | +0.2% | -10.2% | +10.4% | +2.3% |
| 30D | +20.8% | -10.2% | +31.0% | +22.4% |
| 3M | -8.1% | -54.1% | +46.0% | +6.9% |
| 6M | +11.8% | -53.8% | +65.6% | +25.7% |
| YTD | -19.5% | -72.0% | +52.5% | -0.7% |
| 1Y | -3.2% | -80.5% | +77.3% | +28.7% |
| 3Y | +37.1% | -92.6% | +129.7% | +101.0% |
| All | -29.6% | -99.3% | +69.7% | +56.9% |
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