-10.9%
NCLH vs O
+28.0%
-38.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.9% |
| 7D | -4.6% | -2.3% | -2.4% | -3.8% |
| 30D | -19.9% | -2.4% | -17.5% | -19.2% |
| 3M | -22.0% | -0.6% | -21.4% | -21.8% |
| 6M | -28.3% | -5.0% | -23.3% | -26.8% |
| YTD | -33.5% | +10.4% | -43.9% | -36.2% |
| 1Y | -41.5% | +6.6% | -48.0% | -43.0% |
| All | -10.9% | +28.0% | -38.9% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 3y: compounded portfolio wealth divided by compounded O 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…
3y analysis · Full analysis span regression · 6 months rolling