+15.5%
PLD vs NCLH
-38.4%
+53.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.0% |
| 7D | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | -1.2% | -20.1% | +18.9% | +2.3% |
| 3M | -2.3% | -17.0% | +14.7% | +0.1% |
| 6M | +4.5% | -23.2% | +27.8% | +7.8% |
| YTD | +10.1% | -31.0% | +41.2% | +14.8% |
| 1Y | +25.9% | -37.3% | +63.2% | +32.7% |
| 3Y | +24.4% | -5.6% | +30.0% | +17.8% |
| 5Y | +15.5% | -37.0% | +52.4% | +6.9% |
| All | +15.5% | -38.4% | +53.9% | +6.9% |
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 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