-33.7%
NCLH vs UAL
+127.5%
-161.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.8% | -3.9% | -2.2% |
| 7D | +2.7% | +10.2% | -7.5% | -4.5% |
| 30D | +18.4% | +12.0% | +6.3% | +8.4% |
| 3M | -4.3% | -7.1% | +2.8% | +0.4% |
| 6M | +7.9% | +20.9% | -13.0% | -7.8% |
| YTD | -17.4% | +7.7% | -25.1% | -23.8% |
| 1Y | -3.4% | +23.6% | -26.9% | -20.1% |
| 3Y | +44.4% | +222.6% | -178.1% | -54.0% |
| 5Y | -33.7% | +127.9% | -161.7% | -70.4% |
| All | -33.7% | +127.5% | -161.2% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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