-40.5%
NCLH vs OPEN
-84.0%
+43.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -3.1% |
| 7D | -4.6% | -2.9% | -1.7% | -4.1% |
| 30D | -19.9% | -13.8% | -6.2% | -17.8% |
| 3M | -22.0% | -30.9% | +8.9% | -17.2% |
| 6M | -28.3% | -40.9% | +12.6% | -22.2% |
| YTD | -33.5% | -48.5% | +15.1% | -26.8% |
| 1Y | -41.5% | -50.9% | +9.4% | -40.0% |
| 3Y | -8.9% | -20.6% | +11.7% | -33.4% |
| 5Y | -40.5% | -84.2% | +43.7% | -46.0% |
| All | -40.5% | -84.0% | +43.5% | -46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling