+11.8%
SBUX vs NCLH
-12.2%
+24.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.4% |
| 7D | -6.2% | -6.5% | +0.3% | -4.9% |
| 30D | -6.4% | -22.1% | +15.6% | -1.4% |
| 3M | +1.0% | -18.7% | +19.7% | +4.8% |
| 6M | -0.4% | -28.4% | +28.0% | +5.6% |
| YTD | +20.0% | -34.7% | +54.7% | +28.5% |
| 1Y | +22.8% | -42.7% | +65.5% | +34.8% |
| All | +11.8% | -12.2% | +24.0% | +7.1% |
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 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