+188.8%
SHEL vs NCLH
-40.4%
+229.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.7% |
| 7D | +4.1% | -4.8% | +8.9% | +4.4% |
| 30D | +8.4% | -21.7% | +30.1% | +10.1% |
| 3M | +13.7% | -22.2% | +36.0% | +15.2% |
| 6M | +12.7% | -27.5% | +40.2% | +14.4% |
| YTD | +35.3% | -33.6% | +68.9% | +37.8% |
| 1Y | +39.4% | -45.0% | +84.4% | +44.1% |
| 3Y | +71.5% | -11.0% | +82.5% | +64.4% |
| All | +188.8% | -40.4% | +229.2% | +184.1% |
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 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