-4.2%
NCLH vs LCID
-95.4%
+91.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.4% |
| 7D | -6.5% | -6.6% | +0.1% | -5.4% |
| 30D | -23.3% | -30.1% | +6.8% | -18.6% |
| 3M | -18.6% | -17.6% | -1.0% | -18.1% |
| 6M | -26.2% | -54.4% | +28.2% | -18.2% |
| YTD | -30.2% | -55.7% | +25.5% | -22.9% |
| 1Y | -39.2% | -71.0% | +31.9% | -28.3% |
| 3Y | -5.1% | -92.6% | +87.6% | +30.6% |
| 5Y | -36.8% | -97.6% | +60.8% | -0.8% |
| All | -4.2% | -95.4% | +91.2% | +95.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling