-12.5%
NCLH vs SPXU
-79.4%
+66.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -0.8% |
| 7D | -6.5% | +6.4% | -12.9% | -2.9% |
| 30D | -22.1% | +5.9% | -28.0% | -19.0% |
| 3M | -18.7% | -11.7% | -7.0% | -23.6% |
| 6M | -28.4% | -28.7% | +0.3% | -39.1% |
| YTD | -34.7% | -26.4% | -8.4% | -42.6% |
| 1Y | -42.7% | -35.2% | -7.5% | -52.6% |
| All | -12.5% | -79.4% | +66.9% | -52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling