-37.2%
NCLH vs LPLA
+1,362.0%
-1,399.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -6.5% | -3.1% | -3.4% | -4.6% |
| 30D | -23.3% | -0.1% | -23.2% | -23.3% |
| 3M | -18.6% | +23.2% | -41.8% | -29.2% |
| 6M | -26.2% | +15.5% | -41.8% | -34.0% |
| YTD | -30.2% | +0.9% | -31.1% | -33.4% |
| 1Y | -39.2% | +0.2% | -39.3% | -42.4% |
| 3Y | -5.1% | +55.2% | -60.3% | -35.9% |
| 5Y | -36.8% | +145.4% | -182.2% | -69.7% |
| 10Y | -56.3% | +1,229.7% | -1,285.9% | -89.3% |
| All | -37.2% | +1,362.0% | -1,399.2% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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