+16.1%
NXPI vs NCLH
-39.0%
+55.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.8% |
| 7D | -2.3% | -4.6% | +2.4% | -0.8% |
| 30D | -4.3% | -19.9% | +15.6% | +2.3% |
| 3M | -24.7% | -22.0% | -2.7% | -19.6% |
| 6M | +9.7% | -28.3% | +38.0% | +19.2% |
| YTD | +3.8% | -33.5% | +37.2% | +13.9% |
| 1Y | +1.6% | -41.5% | +43.1% | +15.5% |
| 3Y | +16.0% | -8.9% | +24.9% | +8.5% |
| 5Y | +16.1% | -40.5% | +56.6% | +15.4% |
| All | +16.1% | -39.0% | +55.1% | +15.4% |
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