-36.2%
NCLH vs RY
+142.1%
-178.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.7% |
| 7D | -6.5% | +3.1% | -9.6% | -9.9% |
| 30D | -23.3% | -0.3% | -23.0% | -23.1% |
| 3M | -18.6% | +8.7% | -27.3% | -26.7% |
| 6M | -26.2% | +28.5% | -54.8% | -45.4% |
| YTD | -30.2% | +25.1% | -55.4% | -46.9% |
| 1Y | -39.2% | +46.3% | -85.4% | -61.5% |
| 3Y | -5.1% | +154.9% | -160.0% | -70.2% |
| All | -36.2% | +142.1% | -178.4% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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