+6.1%
NCLH vs NXT
+213.5%
-207.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | +0.2% | -9.4% | +9.6% | +2.3% |
| 30D | +20.8% | +15.1% | +5.7% | +16.9% |
| 3M | -8.1% | -9.1% | +1.0% | -6.9% |
| 6M | +11.8% | -30.3% | +42.1% | +18.0% |
| YTD | -19.5% | +9.1% | -28.6% | -24.0% |
| 1Y | -3.2% | +7.9% | -11.1% | -8.5% |
| 3Y | +37.1% | +176.5% | -139.4% | -2.8% |
| All | +6.1% | +213.5% | -207.4% | -29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling