-51.0%
NCLH vs RACE
+741.5%
-792.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +1.2% | -3.9% | +5.0% | +4.2% |
| 30D | +22.6% | +6.8% | +15.8% | +17.0% |
| 3M | +0.6% | +1.3% | -0.7% | -0.4% |
| 6M | +13.5% | +26.3% | -12.8% | -5.6% |
| YTD | -15.7% | +13.8% | -29.5% | -24.3% |
| 1Y | 0.0% | -0.5% | +0.5% | -0.9% |
| 3Y | +42.8% | +25.6% | +17.2% | +5.1% |
| 5Y | -28.4% | +67.6% | -96.0% | -59.3% |
| 10Y | -51.0% | +724.7% | -775.7% | -85.9% |
| All | -51.0% | +741.5% | -792.5% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling