+147.9%
OXY vs NCLH
-40.4%
+188.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.3% |
| 7D | +2.8% | -4.8% | +7.7% | +3.3% |
| 30D | +5.5% | -21.7% | +27.1% | +7.9% |
| 3M | +11.3% | -22.2% | +33.6% | +13.5% |
| 6M | +11.6% | -27.5% | +39.1% | +13.7% |
| YTD | +51.6% | -33.6% | +85.2% | +55.1% |
| 1Y | +36.2% | -45.0% | +81.2% | +43.1% |
| 3Y | +1.7% | -11.0% | +12.8% | -5.1% |
| All | +147.9% | -40.4% | +188.3% | +144.4% |
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