-1.0%
NCLH vs SOXQ
+45.5%
-46.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -3.1% | +9.9% | +7.6% |
| 7D | +15.8% | -12.1% | +27.9% | +19.7% |
| 30D | +25.1% | -22.0% | +47.1% | +33.7% |
| 3M | -7.3% | -15.6% | +8.3% | -3.4% |
| 6M | +8.1% | -2.4% | +10.5% | -0.5% |
| YTD | -16.7% | +45.4% | -62.0% | -37.4% |
| 1Y | -1.0% | +47.7% | -48.7% | -26.3% |
| All | -1.0% | +45.5% | -46.5% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling