+54.2%
RSP vs NCLH
-6.4%
+60.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.9% |
| 7D | -0.4% | -0.3% | -0.1% | -0.4% |
| 30D | -1.5% | -20.1% | +18.5% | +1.8% |
| 3M | +4.8% | -17.0% | +21.8% | +7.3% |
| 6M | +10.3% | -23.2% | +33.5% | +13.7% |
| YTD | +14.1% | -31.0% | +45.1% | +18.7% |
| 1Y | +17.0% | -37.3% | +54.3% | +23.1% |
| 3Y | +54.2% | -5.6% | +59.8% | +45.3% |
| All | +54.2% | -6.4% | +60.6% | +45.3% |
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