-41.4%
NCLH vs SU
+348.9%
-390.3%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | -4.8% | +2.2% | -7.0% | -5.3% |
| 30D | -21.7% | +8.4% | -30.1% | -23.4% |
| 3M | -22.2% | +12.1% | -34.3% | -25.0% |
| 6M | -27.5% | +19.7% | -47.2% | -32.9% |
| YTD | -33.6% | +58.4% | -92.0% | -44.8% |
| 1Y | -45.0% | +67.2% | -112.2% | -55.3% |
| 3Y | -11.0% | +125.0% | -136.1% | -37.1% |
| All | -41.4% | +348.9% | -390.3% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling