-39.2%
NCLH vs XEL
+7.2%
-46.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.2% |
| 7D | -6.5% | -1.0% | -5.5% | -6.6% |
| 30D | -23.3% | -1.9% | -21.4% | -23.5% |
| 3M | -18.6% | -1.9% | -16.7% | -18.6% |
| 6M | -26.2% | -7.4% | -18.8% | -27.6% |
| YTD | -30.2% | +4.1% | -34.3% | -28.8% |
| 1Y | -39.2% | +8.0% | -47.2% | -38.6% |
| All | -39.2% | +7.2% | -46.4% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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