+567.0%
WDC vs NCLH
-30.1%
+597.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.8% |
| 7D | +12.1% | +0.2% | +11.9% | +12.1% |
| 30D | -18.8% | +20.8% | -39.6% | -23.3% |
| 3M | -39.3% | -8.1% | -31.2% | -38.1% |
| 6M | -40.1% | +11.8% | -52.0% | -43.2% |
| YTD | +71.8% | -19.5% | +91.3% | +78.4% |
| 1Y | +88.5% | -3.2% | +91.7% | +84.3% |
| 3Y | +770.0% | +37.1% | +732.9% | +634.7% |
| All | +567.0% | -30.1% | +597.1% | +505.1% |
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