+41.8%
SCHD vs NCLH
-8.8%
+50.6%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.8% | -4.9% | +1.5% |
| 7D | +3.2% | +15.8% | -12.6% | +2.4% |
| 30D | +10.7% | +25.1% | -14.4% | +9.4% |
| 3M | +7.8% | -7.3% | +15.1% | +7.9% |
| 6M | +16.7% | +8.1% | +8.6% | +16.1% |
| YTD | +35.3% | -16.7% | +51.9% | +34.8% |
| 1Y | +41.8% | -1.0% | +42.8% | +36.2% |
| All | +41.8% | -8.8% | +50.6% | +36.2% |
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