-39.2%
NCLH vs PSX
+101.0%
-140.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -6.5% | +4.5% | -11.0% | -5.1% |
| 30D | -23.3% | +26.6% | -49.9% | -16.9% |
| 3M | -18.6% | +39.3% | -57.9% | -9.0% |
| 6M | -26.2% | +56.8% | -83.1% | -15.9% |
| YTD | -30.2% | +101.8% | -132.1% | -24.6% |
| 1Y | -39.2% | +99.6% | -138.8% | -34.7% |
| All | -39.2% | +101.0% | -140.2% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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