+14.3%
XLI vs NCLH
-42.7%
+57.0%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NCLH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.8% |
| 7D | -1.7% | -4.8% | +3.2% | -0.9% |
| 30D | -7.3% | -21.7% | +14.4% | -3.8% |
| 3M | -1.3% | -22.2% | +20.9% | +2.0% |
| 6M | +2.2% | -27.5% | +29.8% | +6.0% |
| YTD | +11.7% | -33.6% | +45.3% | +15.9% |
| 1Y | +14.3% | -45.0% | +59.3% | +24.1% |
| All | +14.3% | -42.7% | +57.0% | +24.1% |
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 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