+48.3%
XLE vs NCLH
-38.5%
+86.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.7% | -0.9% |
| 7D | +2.2% | -6.5% | +8.7% | +1.4% |
| 30D | +11.8% | -23.3% | +35.1% | +8.4% |
| 3M | +9.8% | -18.6% | +28.4% | +7.6% |
| 6M | +15.6% | -26.2% | +41.8% | +14.0% |
| YTD | +45.3% | -30.2% | +75.5% | +42.4% |
| 1Y | +48.3% | -39.2% | +87.5% | +46.0% |
| All | +48.3% | -38.5% | +86.8% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling