-45.0%
NCLH vs SPXU
-36.3%
-8.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +0.1% |
| 7D | -4.8% | +2.5% | -7.3% | -3.2% |
| 30D | -21.7% | +4.2% | -25.9% | -19.2% |
| 3M | -22.2% | -9.3% | -13.0% | -26.1% |
| 6M | -27.5% | -30.7% | +3.2% | -41.8% |
| YTD | -33.6% | -28.1% | -5.5% | -44.8% |
| 1Y | -45.0% | -35.2% | -9.7% | -54.7% |
| All | -45.0% | -36.3% | -8.7% | -54.7% |
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