-7.0%
NCLH vs OPEN
-88.9%
+81.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.1% | +0.1% |
| 7D | +0.2% | -15.0% | +15.2% | +2.9% |
| 30D | +20.8% | -40.2% | +61.0% | +30.4% |
| 3M | -8.1% | -67.4% | +59.3% | +9.6% |
| 6M | +11.8% | -74.0% | +85.8% | +37.4% |
| YTD | -19.5% | -79.6% | +60.1% | +1.6% |
| 1Y | -3.2% | -86.1% | +82.9% | +29.0% |
| 3Y | +37.1% | -41.4% | +78.5% | +5.8% |
| 5Y | -29.9% | -94.9% | +64.9% | -30.9% |
| All | -7.0% | -88.9% | +81.9% | -23.9% |
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