-1.0%
NCLH vs OVV
+75.2%
-76.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -5.6% | +12.4% | +3.9% |
| 7D | +15.8% | -12.1% | +27.9% | +8.9% |
| 30D | +25.1% | +2.9% | +22.2% | +27.5% |
| 3M | -7.3% | +3.7% | -11.0% | -4.2% |
| 6M | +8.1% | +0.6% | +7.5% | +12.6% |
| YTD | -16.7% | +62.5% | -79.1% | -5.9% |
| 1Y | -1.0% | +72.0% | -73.0% | +7.7% |
| All | -1.0% | +75.2% | -76.2% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling