-7.6%
NCLH vs STLA
-66.2%
+58.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | 0.0% |
| 7D | -0.3% | +0.7% | -1.0% | -0.6% |
| 30D | -20.1% | -2.4% | -17.7% | -19.5% |
| 3M | -17.0% | -23.9% | +6.8% | -8.1% |
| 6M | -23.2% | -24.6% | +1.4% | -14.6% |
| YTD | -31.0% | -50.5% | +19.5% | -11.5% |
| 1Y | -37.3% | -39.8% | +2.6% | -27.9% |
| All | -7.6% | -66.2% | +58.6% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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