-8.5%
NFLX vs NCLH
-30.1%
+21.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | -2.0% | +0.2% | -2.2% | -2.0% |
| 30D | -11.9% | +20.8% | -32.7% | -15.8% |
| 3M | -20.6% | -8.1% | -12.4% | -19.5% |
| 6M | -29.0% | +11.8% | -40.9% | -31.8% |
| YTD | -33.7% | -19.5% | -14.2% | -32.6% |
| 1Y | -46.2% | -3.2% | -42.9% | -48.0% |
| 3Y | +39.8% | +37.1% | +2.7% | +10.5% |
| All | -8.5% | -30.1% | +21.5% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NCLH.
Daily Out/Under-Performance
Portfolio return minus NCLH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NCLH 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 NCLH 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