+376.6%
SBUX vs NCLH
-40.8%
+417.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -1.2% |
| 7D | -6.3% | -4.6% | -1.6% | -5.4% |
| 30D | -3.9% | -19.9% | +16.1% | +0.5% |
| 3M | +3.3% | -22.0% | +25.3% | +7.9% |
| 6M | +1.4% | -28.3% | +29.7% | +7.1% |
| YTD | +21.0% | -33.5% | +54.4% | +28.5% |
| 1Y | +22.4% | -41.5% | +63.9% | +32.7% |
| 3Y | +13.2% | -8.9% | +22.1% | +8.2% |
| 5Y | -5.2% | -40.5% | +35.3% | -7.6% |
| 10Y | +128.3% | -57.0% | +185.3% | +93.8% |
| All | +376.6% | -40.8% | +417.5% | +302.3% |
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