-41.4%
NCLH vs XPO
+261.3%
-302.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -4.8% | -5.7% | +0.8% | -2.0% |
| 30D | -21.7% | -12.8% | -8.9% | -16.2% |
| 3M | -22.2% | -20.0% | -2.3% | -13.8% |
| 6M | -27.5% | -6.0% | -21.5% | -25.9% |
| YTD | -33.6% | +34.0% | -67.6% | -43.8% |
| 1Y | -45.0% | +35.6% | -80.5% | -54.4% |
| 3Y | -11.0% | +152.3% | -163.3% | -52.4% |
| All | -41.4% | +261.3% | -302.7% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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