-28.0%
ORCL vs NCLH
-38.5%
+10.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +5.3% | -6.5% | +11.7% | +5.9% |
| 30D | +10.0% | -23.3% | +33.3% | +12.4% |
| 3M | -32.6% | -18.6% | -14.0% | -31.6% |
| 6M | +4.9% | -26.2% | +31.2% | +5.5% |
| YTD | -17.8% | -30.2% | +12.5% | -17.0% |
| 1Y | -28.0% | -39.2% | +11.2% | -27.9% |
| All | -28.0% | -38.5% | +10.5% | -27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling