+162.9%
RTX vs NCLH
-39.0%
+201.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | -0.3% |
| 7D | -1.6% | -4.6% | +3.0% | -1.1% |
| 30D | -11.6% | -19.9% | +8.4% | -9.5% |
| 3M | +9.2% | -22.0% | +31.1% | +11.7% |
| 6M | -4.4% | -28.3% | +23.9% | -1.6% |
| YTD | +8.9% | -33.5% | +42.4% | +12.3% |
| 1Y | +32.1% | -41.5% | +73.6% | +37.8% |
| 3Y | +151.2% | -8.9% | +160.1% | +142.1% |
| 5Y | +162.9% | -40.5% | +203.4% | +164.1% |
| All | +162.9% | -39.0% | +201.9% | +164.1% |
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