+44.4%
NCLH vs RACE
+26.8%
+17.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.2% | +2.5% |
| 7D | +2.7% | +3.9% | -1.2% | +1.1% |
| 30D | +18.4% | +7.4% | +10.9% | +14.9% |
| 3M | -4.3% | +1.6% | -5.9% | -4.9% |
| 6M | +7.9% | +23.3% | -15.4% | -1.7% |
| YTD | -17.4% | +14.7% | -32.1% | -22.7% |
| 1Y | -3.4% | +2.5% | -5.9% | -6.4% |
| 3Y | +44.4% | +28.0% | +16.5% | +34.7% |
| All | +44.4% | +26.8% | +17.6% | +34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling