+25.0%
ORCL vs NCLH
-12.2%
+37.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.5% | -5.0% |
| 7D | -0.7% | -6.5% | +5.8% | +0.5% |
| 30D | +5.1% | -22.1% | +27.2% | +9.9% |
| 3M | -23.7% | -18.7% | -5.1% | -21.4% |
| 6M | +3.1% | -28.4% | +31.5% | +8.1% |
| YTD | -20.8% | -34.7% | +13.9% | -16.3% |
| 1Y | -52.9% | -42.7% | -10.2% | -49.1% |
| All | +25.0% | -12.2% | +37.2% | +21.6% |
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 2023-09-10 to 2026-09-10: 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling