+397.9%
PLD vs NCLH
-26.6%
+424.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +2.4% |
| 7D | +0.7% | +2.7% | -2.0% | +0.3% |
| 30D | +0.8% | +18.4% | -17.6% | -1.7% |
| 3M | -6.1% | -4.3% | -1.9% | -5.8% |
| 6M | -8.0% | +7.9% | -15.9% | -9.8% |
| YTD | +4.7% | -17.4% | +22.1% | +5.7% |
| 1Y | +7.2% | -3.4% | +10.6% | +5.6% |
| 3Y | +39.2% | +44.4% | -5.2% | +26.1% |
| 5Y | +1.9% | -33.7% | +35.6% | -2.5% |
| 10Y | +256.8% | -48.1% | +304.9% | +202.1% |
| All | +397.9% | -26.6% | +424.5% | +307.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling