+73.7%
SLB vs NCLH
-28.6%
+102.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.9% |
| 7D | -1.2% | +1.2% | -2.3% | -1.3% |
| 30D | +4.5% | +22.6% | -18.1% | +1.1% |
| 3M | -4.6% | +0.6% | -5.2% | -5.0% |
| 6M | -6.3% | +13.5% | -19.8% | -9.2% |
| YTD | +35.0% | -15.7% | +50.6% | +35.6% |
| 1Y | +38.8% | 0.0% | +38.8% | +35.2% |
| 3Y | +3.3% | +42.8% | -39.5% | -7.7% |
| All | +73.7% | -28.6% | +102.4% | +71.9% |
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