+1,077.4%
STX vs NCLH
-39.0%
+1,116.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.5% | -1.2% |
| 7D | +9.6% | -4.6% | +14.2% | +10.8% |
| 30D | +10.6% | -19.9% | +30.5% | +16.7% |
| 3M | +4.8% | -22.0% | +26.8% | +10.1% |
| 6M | +137.3% | -28.3% | +165.5% | +153.0% |
| YTD | +222.5% | -33.5% | +256.0% | +248.4% |
| 1Y | +366.2% | -41.5% | +407.7% | +415.8% |
| 3Y | +1,352.9% | -8.9% | +1,361.8% | +1,279.9% |
| 5Y | +1,077.4% | -40.5% | +1,117.9% | +1,023.1% |
| All | +1,077.4% | -39.0% | +1,116.5% | +1,023.1% |
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