+4,159.5%
STX vs NCLH
-38.0%
+4,197.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.5% | +6.4% |
| 7D | +2.4% | -6.5% | +8.8% | +3.7% |
| 30D | +1.4% | -23.3% | +24.7% | +6.8% |
| 3M | -8.2% | -18.6% | +10.4% | -5.2% |
| 6M | +127.0% | -26.2% | +153.3% | +138.2% |
| YTD | +209.1% | -30.2% | +239.4% | +226.6% |
| 1Y | +365.4% | -39.2% | +404.6% | +401.7% |
| 3Y | +1,135.4% | -5.1% | +1,140.4% | +1,083.3% |
| 5Y | +991.5% | -36.8% | +1,028.3% | +961.7% |
| 10Y | +3,695.8% | -56.3% | +3,752.1% | +3,436.6% |
| All | +4,159.5% | -38.0% | +4,197.5% | +3,198.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling