-6.7%
SBUX vs NCLH
-40.4%
+33.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.9% |
| 7D | -5.5% | -4.8% | -0.7% | -4.5% |
| 30D | -8.5% | -21.7% | +13.2% | -3.6% |
| 3M | -2.9% | -22.2% | +19.3% | +1.9% |
| 6M | -1.5% | -27.5% | +26.0% | +4.2% |
| YTD | +19.4% | -33.6% | +53.0% | +27.5% |
| 1Y | +22.9% | -45.0% | +67.9% | +36.3% |
| 3Y | +11.3% | -11.0% | +22.3% | +5.8% |
| All | -6.7% | -40.4% | +33.7% | -8.5% |
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