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NCLH vs. UAL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NCLH and UAL is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

NCLH vs. UAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Norwegian Cruise Line Holdings Ltd. (NCLH) and United Airlines Holdings, Inc. (UAL). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%AugustSeptemberOctoberNovemberDecember2025
53.23%
128.15%
NCLH
UAL

Key characteristics

Sharpe Ratio

NCLH:

1.21

UAL:

3.44

Sortino Ratio

NCLH:

1.88

UAL:

4.45

Omega Ratio

NCLH:

1.25

UAL:

1.53

Calmar Ratio

NCLH:

0.78

UAL:

2.43

Martin Ratio

NCLH:

4.56

UAL:

14.74

Ulcer Index

NCLH:

13.21%

UAL:

10.01%

Daily Std Dev

NCLH:

49.77%

UAL:

42.99%

Max Drawdown

NCLH:

-87.81%

UAL:

-93.50%

Current Drawdown

NCLH:

-55.40%

UAL:

-3.78%

Fundamentals

Market Cap

NCLH:

$11.60B

UAL:

$35.10B

EPS

NCLH:

$1.14

UAL:

$9.45

PE Ratio

NCLH:

23.15

UAL:

11.30

PEG Ratio

NCLH:

0.32

UAL:

0.99

Total Revenue (TTM)

NCLH:

$7.37B

UAL:

$57.06B

Gross Profit (TTM)

NCLH:

$2.57B

UAL:

$17.14B

EBITDA (TTM)

NCLH:

$1.91B

UAL:

$7.81B

Returns By Period

In the year-to-date period, NCLH achieves a 10.53% return, which is significantly higher than UAL's 9.52% return. Over the past 10 years, NCLH has underperformed UAL with an annualized return of -4.23%, while UAL has yielded a comparatively higher 4.38% annualized return.


NCLH

YTD

10.53%

1M

10.45%

6M

53.23%

1Y

60.14%

5Y*

-12.34%

10Y*

-4.23%

UAL

YTD

9.52%

1M

6.71%

6M

128.15%

1Y

152.65%

5Y*

6.49%

10Y*

4.38%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

NCLH vs. UAL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NCLH
The Risk-Adjusted Performance Rank of NCLH is 7979
Overall Rank
The Sharpe Ratio Rank of NCLH is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of NCLH is 7979
Sortino Ratio Rank
The Omega Ratio Rank of NCLH is 7979
Omega Ratio Rank
The Calmar Ratio Rank of NCLH is 7575
Calmar Ratio Rank
The Martin Ratio Rank of NCLH is 8080
Martin Ratio Rank

UAL
The Risk-Adjusted Performance Rank of UAL is 9696
Overall Rank
The Sharpe Ratio Rank of UAL is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of UAL is 9898
Sortino Ratio Rank
The Omega Ratio Rank of UAL is 9696
Omega Ratio Rank
The Calmar Ratio Rank of UAL is 9393
Calmar Ratio Rank
The Martin Ratio Rank of UAL is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NCLH vs. UAL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Norwegian Cruise Line Holdings Ltd. (NCLH) and United Airlines Holdings, Inc. (UAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for NCLH, currently valued at 1.21, compared to the broader market-2.000.002.001.213.44
The chart of Sortino ratio for NCLH, currently valued at 1.88, compared to the broader market-4.00-2.000.002.004.001.884.45
The chart of Omega ratio for NCLH, currently valued at 1.25, compared to the broader market0.501.001.502.001.251.53
The chart of Calmar ratio for NCLH, currently valued at 0.78, compared to the broader market0.002.004.006.000.782.43
The chart of Martin ratio for NCLH, currently valued at 4.56, compared to the broader market-20.00-10.000.0010.0020.004.5614.74
NCLH
UAL

The current NCLH Sharpe Ratio is 1.21, which is lower than the UAL Sharpe Ratio of 3.44. The chart below compares the historical Sharpe Ratios of NCLH and UAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
1.21
3.44
NCLH
UAL

Dividends

NCLH vs. UAL - Dividend Comparison

Neither NCLH nor UAL has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

NCLH vs. UAL - Drawdown Comparison

The maximum NCLH drawdown since its inception was -87.81%, smaller than the maximum UAL drawdown of -93.50%. Use the drawdown chart below to compare losses from any high point for NCLH and UAL. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-55.40%
-3.78%
NCLH
UAL

Volatility

NCLH vs. UAL - Volatility Comparison

Norwegian Cruise Line Holdings Ltd. (NCLH) and United Airlines Holdings, Inc. (UAL) have volatilities of 10.44% and 10.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


8.00%10.00%12.00%14.00%16.00%18.00%AugustSeptemberOctoberNovemberDecember2025
10.44%
10.43%
NCLH
UAL

Financials

NCLH vs. UAL - Financials Comparison

This section allows you to compare key financial metrics between Norwegian Cruise Line Holdings Ltd. and United Airlines Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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