-35.5%
NCLH vs RY
+123.7%
-159.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +2.4% |
| 7D | +2.0% | -0.9% | +2.9% | +3.3% |
| 30D | +19.1% | +5.9% | +13.2% | +11.5% |
| 3M | -7.5% | -4.3% | -3.2% | -2.3% |
| 6M | +1.0% | +12.1% | -11.2% | -12.4% |
| YTD | -19.7% | +20.3% | -40.0% | -36.0% |
| 1Y | -1.8% | +41.0% | -42.8% | -35.3% |
| 3Y | +36.7% | +157.5% | -120.8% | -58.4% |
| All | -35.5% | +123.7% | -159.3% | -74.7% |
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