+397.3%
RTX vs NCLH
-28.4%
+425.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +4.8% | +0.2% | +4.6% | +4.7% |
| 30D | +6.5% | +20.8% | -14.3% | +2.1% |
| 3M | -9.6% | -8.1% | -1.5% | -8.6% |
| 6M | +12.3% | +11.8% | +0.5% | +8.3% |
| YTD | +9.5% | -19.5% | +29.0% | +11.2% |
| 1Y | +15.8% | -3.2% | +19.1% | +12.9% |
| 3Y | +157.0% | +37.1% | +119.9% | +117.3% |
| 5Y | +148.8% | -29.9% | +178.7% | +125.6% |
| 10Y | +264.0% | -53.3% | +317.3% | +190.0% |
| All | +397.3% | -28.4% | +425.8% | +263.8% |
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