-12.5%
NCLH vs PSX
+132.2%
-144.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.7% |
| 7D | -6.5% | +1.5% | -8.1% | -6.9% |
| 30D | -22.1% | +15.8% | -37.9% | -24.8% |
| 3M | -18.7% | +43.0% | -61.7% | -26.0% |
| 6M | -28.4% | +61.1% | -89.5% | -38.6% |
| YTD | -34.7% | +104.5% | -139.2% | -50.5% |
| 1Y | -42.7% | +102.5% | -145.2% | -56.5% |
| All | -12.5% | +132.2% | -144.8% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling