-37.0%
NCLH vs OVV
+153.1%
-190.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.9% |
| 7D | -0.3% | -3.7% | +3.5% | +0.8% |
| 30D | -20.1% | +8.0% | -28.0% | -22.1% |
| 3M | -17.0% | +11.3% | -28.3% | -20.6% |
| 6M | -23.2% | +24.0% | -47.2% | -30.5% |
| YTD | -31.0% | +65.3% | -96.4% | -44.3% |
| 1Y | -37.3% | +60.2% | -97.4% | -49.1% |
| 3Y | -5.6% | +46.9% | -52.5% | -23.9% |
| 5Y | -37.0% | +158.7% | -195.7% | -60.6% |
| All | -37.0% | +153.1% | -190.1% | -60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling