+23.1%
SBUX vs NCLH
-38.5%
+61.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.1% | -1.3% |
| 7D | -3.1% | -6.5% | +3.4% | -2.2% |
| 30D | -0.9% | -23.3% | +22.4% | +2.6% |
| 3M | +11.6% | -18.6% | +30.2% | +14.1% |
| 6M | +8.8% | -26.2% | +35.0% | +12.6% |
| YTD | +26.3% | -30.2% | +56.6% | +31.1% |
| 1Y | +23.1% | -39.2% | +62.3% | +25.9% |
| All | +23.1% | -38.5% | +61.6% | +25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling