-1.0%
NCLH vs NIO
-54.1%
+53.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.4% | +3.3% | +6.3% |
| 7D | +15.8% | -0.6% | +16.4% | +15.9% |
| 30D | +25.1% | -3.5% | +28.6% | +25.6% |
| 3M | -7.3% | -30.7% | +23.3% | -3.4% |
| 6M | +8.1% | -45.6% | +53.8% | +16.1% |
| YTD | -16.7% | -35.3% | +18.6% | -13.4% |
| 1Y | -1.0% | -53.9% | +52.9% | -0.9% |
| All | -1.0% | -54.1% | +53.1% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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