+7.0%
SHW vs NCLH
-8.8%
+15.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.8% | -0.1% | +4.8% |
| 7D | +13.3% | +15.8% | -2.5% | +8.8% |
| 30D | +14.1% | +25.1% | -10.9% | +7.3% |
| 3M | +0.8% | -7.3% | +8.1% | +2.3% |
| 6M | +17.6% | +8.1% | +9.5% | +14.6% |
| YTD | +13.0% | -16.7% | +29.6% | +13.6% |
| 1Y | +7.0% | -1.0% | +8.0% | +1.0% |
| All | +7.0% | -8.8% | +15.8% | +1.0% |
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