+139.2%
SLB vs NCLH
-38.4%
+177.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.5% |
| 7D | +0.4% | -0.3% | +0.7% | +0.5% |
| 30D | +13.6% | -20.1% | +33.6% | +17.4% |
| 3M | +1.5% | -17.0% | +18.5% | +3.7% |
| 6M | +23.0% | -23.2% | +46.3% | +26.7% |
| YTD | +51.2% | -31.0% | +82.3% | +57.2% |
| 1Y | +63.5% | -37.3% | +100.7% | +71.9% |
| 3Y | +2.5% | -5.6% | +8.1% | -2.7% |
| 5Y | +139.2% | -37.0% | +176.2% | +136.4% |
| All | +139.2% | -38.4% | +177.6% | +136.4% |
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