-39.2%
NCLH vs SU
+70.8%
-109.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | -0.9% |
| 7D | -6.5% | +2.9% | -9.4% | -4.8% |
| 30D | -23.3% | +7.2% | -30.5% | -19.9% |
| 3M | -18.6% | +2.8% | -21.5% | -16.0% |
| 6M | -26.2% | +18.2% | -44.4% | -22.2% |
| YTD | -30.2% | +54.0% | -84.2% | -29.7% |
| 1Y | -39.2% | +70.1% | -109.3% | -39.8% |
| All | -39.2% | +70.8% | -109.9% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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