+15.4%
SOFI vs NCLH
-40.4%
+55.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.2% |
| 7D | -4.9% | -4.8% | -0.1% | -2.5% |
| 30D | -3.5% | -21.7% | +18.2% | +9.3% |
| 3M | +3.9% | -22.2% | +26.1% | +16.8% |
| 6M | -6.5% | -27.5% | +21.0% | +7.3% |
| YTD | -33.8% | -33.6% | -0.2% | -23.1% |
| 1Y | -33.3% | -45.0% | +11.7% | -15.2% |
| 3Y | +94.6% | -11.0% | +105.7% | +76.8% |
| All | +15.4% | -40.4% | +55.8% | +24.7% |
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