-28.4%
NCLH vs NIO
-92.1%
+63.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.0% |
| 7D | +1.2% | -1.8% | +3.0% | +1.6% |
| 30D | +22.6% | -6.6% | +29.2% | +24.6% |
| 3M | +0.6% | -29.9% | +30.5% | +9.3% |
| 6M | +13.5% | -46.6% | +60.1% | +30.6% |
| YTD | -15.7% | -36.5% | +20.8% | -8.3% |
| 1Y | 0.0% | -51.1% | +51.1% | +15.6% |
| 3Y | +42.8% | -55.2% | +98.0% | +50.6% |
| 5Y | -28.4% | -92.3% | +63.9% | +22.9% |
| All | -28.4% | -92.1% | +63.6% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling