-29.5%
NCLH vs LDOS
+51.2%
-80.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -2.0% | -3.4% |
| 7D | +1.7% | -3.5% | +5.1% | +2.7% |
| 30D | +17.9% | +9.5% | +8.4% | +14.8% |
| 3M | -4.5% | -6.3% | +1.8% | -3.0% |
| 6M | +12.9% | +2.8% | +10.1% | +11.2% |
| YTD | -19.1% | -26.6% | +7.6% | -12.2% |
| 1Y | -4.6% | -31.3% | +26.6% | +6.2% |
| 3Y | +37.0% | +30.9% | +6.1% | +12.2% |
| 5Y | -29.5% | +49.4% | -78.9% | -44.6% |
| All | -29.5% | +51.2% | -80.7% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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