-13.9%
NCLH vs NXT
+168.4%
-182.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.6% | -1.6% |
| 7D | -6.5% | -2.6% | -4.0% | -6.0% |
| 30D | -22.1% | -22.4% | +0.3% | -18.0% |
| 3M | -18.7% | -27.3% | +8.6% | -14.1% |
| 6M | -28.4% | -28.5% | +0.1% | -25.1% |
| YTD | -34.7% | -6.6% | -28.1% | -36.0% |
| 1Y | -42.7% | +20.4% | -63.1% | -47.4% |
| 3Y | -10.6% | +90.9% | -101.5% | -31.1% |
| All | -13.9% | +168.4% | -182.3% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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