+13.8%
ORCL vs NCLH
+37.2%
-23.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +8.0% | +0.2% | +7.7% | +7.9% |
| 30D | -4.0% | +20.8% | -24.8% | -7.5% |
| 3M | -19.5% | -8.1% | -11.3% | -18.5% |
| 6M | -33.5% | +11.8% | -45.3% | -35.6% |
| YTD | -34.8% | -19.5% | -15.3% | -33.9% |
| 1Y | -41.6% | -3.2% | -38.4% | -43.1% |
| 3Y | +13.8% | +37.1% | -23.3% | +4.9% |
| All | +13.8% | +37.2% | -23.4% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling