-33.7%
NCLH vs LII
+23.0%
-56.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.7% | +1.4% |
| 7D | +2.7% | -1.2% | +3.9% | +3.6% |
| 30D | +18.4% | -2.0% | +20.3% | +19.2% |
| 3M | -4.3% | -20.2% | +16.0% | +10.1% |
| 6M | +7.9% | -32.5% | +40.4% | +34.6% |
| YTD | -17.4% | -27.4% | +9.9% | -3.4% |
| 1Y | -3.4% | -28.2% | +24.8% | +13.8% |
| 3Y | +44.4% | -7.2% | +51.7% | +33.2% |
| 5Y | -33.7% | +19.9% | -53.6% | -59.7% |
| All | -33.7% | +23.0% | -56.7% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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