+12.3%
XLI vs NCLH
-8.8%
+21.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.8% | -7.9% | -2.1% |
| 7D | +0.6% | +15.8% | -15.2% | -1.9% |
| 30D | -0.4% | +25.1% | -25.5% | -4.0% |
| 3M | -8.8% | -7.3% | -1.5% | -8.2% |
| 6M | -0.4% | +8.1% | -8.5% | -2.7% |
| YTD | +10.1% | -16.7% | +26.8% | +9.4% |
| 1Y | +12.3% | -1.0% | +13.3% | +7.2% |
| All | +12.3% | -8.8% | +21.1% | +7.2% |
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 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