+5.0%
SYK vs NCLH
-41.4%
+46.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.7% |
| 7D | -12.3% | -6.5% | -5.8% | -11.4% |
| 30D | -22.4% | -22.1% | -0.4% | -19.5% |
| 3M | -12.3% | -18.7% | +6.4% | -9.8% |
| 6M | -24.3% | -28.4% | +4.1% | -21.1% |
| YTD | -22.8% | -34.7% | +12.0% | -18.9% |
| 1Y | -28.8% | -42.7% | +13.9% | -24.0% |
| 3Y | -4.0% | -10.6% | +6.6% | -8.2% |
| All | +5.0% | -41.4% | +46.4% | +5.1% |
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