+75.9%
UBER vs NCLH
-73.3%
+149.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.1% |
| 7D | -2.8% | -0.3% | -2.5% | -2.7% |
| 30D | -2.5% | -20.1% | +17.5% | +4.4% |
| 3M | +4.4% | -17.0% | +21.4% | +9.7% |
| 6M | -2.7% | -23.2% | +20.6% | +3.8% |
| YTD | -10.5% | -31.0% | +20.5% | -2.5% |
| 1Y | -22.5% | -37.3% | +14.8% | -13.8% |
| 3Y | +54.8% | -5.6% | +60.4% | +38.6% |
| 5Y | +82.5% | -37.0% | +119.5% | +75.2% |
| All | +75.9% | -73.3% | +149.2% | +87.8% |
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