-45.0%
NCLH vs LULU
-39.6%
-5.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.4% | +0.9% |
| 7D | -4.8% | -1.6% | -3.2% | -4.2% |
| 30D | -21.7% | -18.1% | -3.6% | -16.1% |
| 3M | -22.2% | -18.8% | -3.5% | -16.8% |
| 6M | -27.5% | -39.2% | +11.7% | -12.7% |
| YTD | -33.6% | -52.4% | +18.8% | -11.3% |
| 1Y | -45.0% | -40.3% | -4.7% | -34.7% |
| All | -45.0% | -39.6% | -5.4% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 1y: compounded portfolio wealth divided by compounded LULU 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…
1y analysis · Full analysis span regression · 6 months rolling