-58.0%
NCLH vs XEL
+151.6%
-209.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -4.8% | -0.3% | -4.5% | -4.7% |
| 30D | -21.7% | -3.9% | -17.7% | -20.8% |
| 3M | -22.2% | -2.8% | -19.4% | -21.7% |
| 6M | -27.5% | -5.4% | -22.1% | -26.6% |
| YTD | -33.6% | +3.8% | -37.4% | -34.8% |
| 1Y | -45.0% | +6.8% | -51.8% | -46.7% |
| 3Y | -11.0% | +45.6% | -56.6% | -23.3% |
| 5Y | -39.7% | +30.7% | -70.4% | -46.5% |
| All | -58.0% | +151.6% | -209.5% | -67.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling