+409.6%
XBI vs NCLH
-42.0%
+451.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.2% |
| 7D | -4.6% | -6.5% | +1.9% | -3.2% |
| 30D | -0.8% | -22.1% | +21.3% | +4.4% |
| 3M | +21.8% | -18.7% | +40.5% | +26.3% |
| 6M | +23.2% | -28.4% | +51.6% | +30.6% |
| YTD | +28.7% | -34.7% | +63.5% | +38.0% |
| 1Y | +67.8% | -42.7% | +110.5% | +83.8% |
| 3Y | +100.6% | -10.6% | +111.3% | +91.2% |
| 5Y | +19.8% | -40.7% | +60.6% | +17.4% |
| 10Y | +159.7% | -57.8% | +217.5% | +139.4% |
| All | +409.6% | -42.0% | +451.5% | +371.2% |
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 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