+81.9%
UBER vs NCLH
-42.0%
+123.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +2.8% |
| 7D | -4.5% | -6.5% | +2.1% | -2.1% |
| 30D | -7.6% | -22.1% | +14.5% | +0.9% |
| 3M | +5.8% | -18.7% | +24.5% | +12.7% |
| 6M | +0.3% | -28.4% | +28.7% | +10.6% |
| YTD | -11.2% | -34.7% | +23.5% | -0.2% |
| 1Y | -23.0% | -42.7% | +19.7% | -10.0% |
| 3Y | +53.6% | -10.6% | +64.2% | +31.4% |
| 5Y | +81.9% | -40.7% | +122.6% | +70.5% |
| All | +81.9% | -42.0% | +123.9% | +70.5% |
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