-24.5%
NCLH vs OPEN
-74.0%
+49.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.7% | +4.8% | -0.8% |
| 7D | -6.5% | -10.5% | +4.0% | -4.8% |
| 30D | -22.1% | -21.8% | -0.3% | -18.9% |
| 3M | -18.7% | -37.5% | +18.8% | -12.6% |
| 6M | -28.4% | -44.1% | +15.7% | -22.0% |
| YTD | -34.7% | -52.0% | +17.3% | -27.8% |
| 1Y | -42.7% | -52.2% | +9.5% | -41.0% |
| 3Y | -10.6% | -25.9% | +15.3% | -31.6% |
| 5Y | -40.7% | -85.1% | +44.3% | -49.9% |
| All | -24.5% | -74.0% | +49.4% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling