-1.0%
NCLH vs WCC
+24.5%
-25.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -9.9% | +16.7% | +9.7% |
| 7D | +15.8% | -8.8% | +24.6% | +18.5% |
| 30D | +25.1% | -16.0% | +41.1% | +31.2% |
| 3M | -7.3% | -15.2% | +7.9% | -3.3% |
| 6M | +8.1% | -8.4% | +16.5% | +9.7% |
| YTD | -16.7% | +30.1% | -46.8% | -28.7% |
| 1Y | -1.0% | +26.4% | -27.5% | -16.6% |
| All | -1.0% | +24.5% | -25.5% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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