-28.4%
NCLH vs LULU
-42.9%
+14.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +1.0% | -0.8% |
| 7D | -6.5% | -20.4% | +13.9% | +1.2% |
| 30D | -22.1% | -22.9% | +0.8% | -14.4% |
| 3M | -18.7% | -18.5% | -0.2% | -13.6% |
| 6M | -28.4% | -41.8% | +13.4% | -9.2% |
| All | -28.4% | -42.9% | +14.5% | -9.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling