+30.0%
SOXX vs NCLH
-6.0%
+36.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -4.5% | -7.6% | -11.2% |
| 7D | -23.0% | -2.5% | -20.5% | -22.5% |
| 30D | -32.9% | +14.5% | -47.4% | -34.8% |
| 3M | -25.4% | -12.5% | -12.9% | -23.4% |
| 6M | -17.9% | +4.8% | -22.8% | -20.5% |
| YTD | +31.6% | -20.4% | +52.1% | +32.2% |
| 1Y | +30.0% | -4.6% | +34.5% | +26.7% |
| All | +30.0% | -6.0% | +36.0% | +26.7% |
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 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