-28.2%
SOFI vs NCLH
-38.5%
+10.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.5% |
| 7D | +0.9% | -6.5% | +7.4% | +2.6% |
| 30D | -0.2% | -23.3% | +23.1% | +6.5% |
| 3M | +6.2% | -18.6% | +24.8% | +11.0% |
| 6M | -2.6% | -26.2% | +23.7% | +2.6% |
| YTD | -30.4% | -30.2% | -0.2% | -26.9% |
| 1Y | -28.2% | -39.2% | +10.9% | -24.2% |
| All | -28.2% | -38.5% | +10.3% | -24.2% |
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