-7.6%
NCLH vs OPEN
-20.1%
+12.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.4% | -0.8% |
| 7D | -0.3% | +1.0% | -1.2% | -0.4% |
| 30D | -20.1% | -11.9% | -8.1% | -18.9% |
| 3M | -17.0% | -28.8% | +11.7% | -13.9% |
| 6M | -23.2% | -38.6% | +15.4% | -19.2% |
| YTD | -31.0% | -47.3% | +16.3% | -26.7% |
| 1Y | -37.3% | -49.2% | +11.9% | -36.0% |
| All | -7.6% | -20.1% | +12.4% | -21.7% |
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