+1,972.8%
STX vs NCLH
-53.4%
+2,026.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.0% |
| 7D | +14.6% | +0.2% | +14.4% | +14.6% |
| 30D | -26.0% | +20.8% | -46.7% | -28.6% |
| 3M | -42.6% | -8.1% | -34.5% | -41.9% |
| 6M | -35.3% | +11.8% | -47.1% | -37.4% |
| YTD | +92.5% | -19.5% | +112.0% | +96.7% |
| 1Y | +102.4% | -3.2% | +105.6% | +99.3% |
| 3Y | +673.8% | +37.1% | +636.7% | +597.6% |
| 5Y | +463.1% | -29.9% | +493.0% | +435.5% |
| All | +1,972.8% | -53.4% | +2,026.2% | +2,058.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling