+246.0%
ORCL vs NCLH
-48.3%
+294.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -6.5% | +6.3% | -12.8% | -7.3% |
| 30D | -16.6% | +18.9% | -35.4% | -18.6% |
| 3M | -21.6% | -0.2% | -21.4% | -21.8% |
| 6M | -39.4% | +8.4% | -47.7% | -40.4% |
| YTD | -38.7% | -17.1% | -21.6% | -38.1% |
| 1Y | -50.4% | -2.8% | -47.6% | -51.0% |
| 3Y | +8.1% | +40.4% | -32.3% | -0.1% |
| 5Y | +34.5% | -30.8% | +65.3% | +29.2% |
| 10Y | +246.0% | -51.3% | +297.3% | +230.8% |
| All | +246.0% | -48.3% | +294.3% | +230.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling