+37.1%
NCLH vs OPEN
-42.5%
+79.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.1% | -0.1% |
| 7D | +0.2% | -15.0% | +15.2% | +2.2% |
| 30D | +20.8% | -40.2% | +61.0% | +27.7% |
| 3M | -8.1% | -67.4% | +59.3% | +4.2% |
| 6M | +11.8% | -74.0% | +85.8% | +29.6% |
| YTD | -19.5% | -79.6% | +60.1% | -5.0% |
| 1Y | -3.2% | -86.1% | +82.9% | +18.4% |
| 3Y | +37.1% | -41.4% | +78.5% | +5.2% |
| All | +37.1% | -42.5% | +79.6% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling