-0.3%
SPOT vs NCLH
-8.8%
+8.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.8% | -2.2% | +4.0% |
| 7D | +16.6% | +15.8% | +0.8% | +15.1% |
| 30D | +29.9% | +25.1% | +4.9% | +27.5% |
| 3M | +31.3% | -7.3% | +38.6% | +31.8% |
| 6M | +43.2% | +8.1% | +35.1% | +41.2% |
| YTD | +8.1% | -16.7% | +24.8% | +9.9% |
| 1Y | -0.3% | -1.0% | +0.7% | +2.5% |
| All | -0.3% | -8.8% | +8.5% | +2.5% |
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