+247.9%
SOXX vs NCLH
-40.4%
+288.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.1% | +1.3% |
| 7D | +1.4% | -4.8% | +6.2% | +2.9% |
| 30D | -3.6% | -21.7% | +18.1% | +3.8% |
| 3M | -10.2% | -22.2% | +12.1% | -4.1% |
| 6M | +54.2% | -27.5% | +81.8% | +67.1% |
| YTD | +75.2% | -33.6% | +108.8% | +92.6% |
| 1Y | +107.5% | -45.0% | +152.5% | +140.3% |
| 3Y | +226.8% | -11.0% | +237.8% | +204.7% |
| All | +247.9% | -40.4% | +288.3% | +232.2% |
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 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