-39.2%
NCLH vs SPXU
-40.4%
+1.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | +0.7% |
| 7D | -6.5% | -0.1% | -6.4% | -6.5% |
| 30D | -23.3% | +0.8% | -24.1% | -22.6% |
| 3M | -18.6% | -4.7% | -13.9% | -19.4% |
| 6M | -26.2% | -29.6% | +3.4% | -40.3% |
| YTD | -30.2% | -29.9% | -0.4% | -43.0% |
| 1Y | -39.2% | -39.1% | -0.1% | -52.6% |
| All | -39.2% | -40.4% | +1.2% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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