+72.4%
UBER vs NCLH
-74.3%
+146.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.8% |
| 7D | -5.4% | -4.8% | -0.6% | -3.9% |
| 30D | -4.9% | -21.7% | +16.8% | +2.5% |
| 3M | +3.0% | -22.2% | +25.3% | +10.6% |
| 6M | -4.4% | -27.5% | +23.1% | +3.8% |
| YTD | -12.3% | -33.6% | +21.3% | -3.3% |
| 1Y | -24.3% | -45.0% | +20.7% | -12.1% |
| 3Y | +46.4% | -11.0% | +57.5% | +33.6% |
| 5Y | +79.7% | -39.7% | +119.4% | +74.8% |
| All | +72.4% | -74.3% | +146.7% | +86.2% |
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