+112.2%
PCAR vs NCLH
-30.9%
+143.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | +0.1% |
| 7D | +3.8% | +6.3% | -2.4% | +2.7% |
| 30D | -2.0% | +18.9% | -20.8% | -5.1% |
| 3M | -19.1% | -0.2% | -18.9% | -19.4% |
| 6M | -6.8% | +8.4% | -15.2% | -8.9% |
| YTD | -2.5% | -17.1% | +14.6% | -1.3% |
| 1Y | +9.7% | -2.8% | +12.4% | +7.7% |
| 3Y | +34.0% | +40.4% | -6.5% | +19.6% |
| All | +112.2% | -30.9% | +143.1% | +102.7% |
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