-2.8%
NCLH vs OVV
+61.3%
-64.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +1.4% |
| 7D | +6.3% | -7.3% | +13.5% | +2.3% |
| 30D | +18.9% | -3.6% | +22.5% | +17.3% |
| 3M | -0.2% | -2.6% | +2.4% | -0.6% |
| 6M | +8.4% | +7.6% | +0.8% | +16.0% |
| YTD | -17.1% | +59.6% | -76.7% | -5.4% |
| 1Y | -2.8% | +62.2% | -65.0% | +8.4% |
| All | -2.8% | +61.3% | -64.1% | +8.4% |
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