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COP: ConocoPhillips (STOCK)
Basic Info 130.24 0.13(0.10%) April 26
Asset Class: | US EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/05/1984 |
Last Dividend Date: | 02/15/2024 |
12-Mo. Yield | 4.02% |
Expenses | - |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/05/1984 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 12.4 | 33.2 | 42.5 | 19.4 | 9.2 | 13.9 | 11.6 | 12.5 | 2.0 | 71.5 | 86.6 | -36.0 | 6.6 | 15.6 | 11.9 | 10.1 | -29.0 | 1.5 | 27.1 | 9.2 | 11.0 | 38.7 | 2.8 | -39.8 | 25.4 | 26.5 | 36.8 | 35.6 | 39.8 | -17.4 | 8.6 | 24.5 | 13.6 | -9.6 | 13.3 | 34.0 | 8.0 | 17.0 | 19.9 | 8.2 | -4.2 | 7.8 | 34.0 | 44.8 | 24.3 | 3.9 | -2.9 | 5.0 |
Sharpe Ratio | NA | 2.05 | 0.98 | 1.14 | 0.38 | 0.21 | NA | NA | 0.31 | -0.08 | 1.64 | 2.43 | -0.49 | 0.19 | 0.48 | 0.49 | 0.23 | -0.93 | 0.07 | 1.71 | 0.53 | 0.4 | 1.61 | 0.07 | -0.68 | 0.86 | 0.92 | 1.15 | 1.68 | 2.25 | -0.66 | 0.22 | 0.61 | 0.36 | -0.42 | 0.42 | 1.33 | 0.2 | 0.53 | 0.59 | 0.22 | -0.31 | 0.09 | 0.86 | 1.08 | 0.39 | -0.01 | -0.28 | 0.47 |
Draw Down(%) | NA | 10.8 | 15.1 | 33.0 | 65.7 | 70.7 | NA | NA | 70.7 | 23.9 | 33.0 | 18.7 | 65.7 | 27.9 | 28.3 | 15.6 | 32.2 | 38.1 | 28.2 | 7.1 | 13.7 | 23.5 | 17.4 | 36.2 | 55.7 | 14.8 | 21.9 | 18.7 | 8.8 | 10.0 | 29.0 | 24.9 | 22.2 | 19.6 | 20.6 | 19.2 | 9.8 | 15.8 | 14.5 | 26.1 | 18.2 | 21.7 | 20.2 | 24.6 | 16.1 | 43.6 | 28.9 | 25.4 | 18.6 |
Standard Deviation(%) | NA | 19.7 | 22.9 | 34.4 | 44.7 | 38.4 | NA | NA | 32.7 | 28.7 | 42.9 | 35.6 | 73.1 | 27.9 | 29.6 | 23.2 | 42.8 | 31.3 | 21.1 | 15.8 | 17.6 | 27.6 | 24.0 | 36.5 | 59.5 | 26.2 | 25.3 | 30.2 | 20.6 | 17.4 | 28.0 | 28.9 | 33.3 | 28.6 | 30.8 | 23.3 | 22.7 | 21.0 | 26.3 | 29.9 | 26.7 | 25.7 | 27.0 | 32.9 | 37.1 | 52.3 | 35.6 | 28.7 | 69.1 |
Treynor Ratio | NA | 2.66 | 0.44 | 0.57 | 0.15 | 0.07 | NA | NA | 0.11 | -0.04 | 1.09 | 0.79 | -0.25 | 0.05 | 0.13 | 0.1 | 0.06 | -0.23 | 0.01 | 0.3 | 0.1 | 0.12 | 0.35 | 0.03 | -0.34 | 0.21 | 0.21 | 0.25 | 0.44 | 0.74 | -0.25 | 0.3 | 3.31 | 0.25 | -0.18 | 0.15 | 0.4 | 0.07 | 0.17 | 0.42 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.13 | 0.06 | 0.14 | 0.05 | 0.01 | NA | NA | 0.03 | -0.04 | 0.3 | 0.17 | -0.22 | -0.08 | 0.09 | -0.04 | -0.01 | -0.12 | -0.04 | -0.01 | -0.02 | 0.04 | 0.06 | -0.08 | 0.05 | 0.08 | 0.04 | 0.11 | 0.09 | 0.08 | 0.0 | 0.05 | 0.1 | 0.02 | -0.09 | -0.02 | 0.06 | -0.04 | 0.07 | 0.07 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.15 | 0.51 | 0.69 | 1.12 | 1.16 | NA | NA | 0.92 | 0.66 | 0.65 | 1.1 | 1.48 | 1.08 | 1.08 | 1.19 | 1.69 | 1.28 | 1.03 | 0.9 | 0.94 | 0.92 | 1.11 | 1.04 | 1.19 | 1.06 | 1.1 | 1.39 | 0.78 | 0.53 | 0.73 | 0.21 | 0.06 | 0.41 | 0.71 | 0.65 | 0.75 | 0.63 | 0.81 | 0.42 | 0.59 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.01 | 0.07 | 0.13 | 0.3 | 0.3 | NA | NA | 0.22 | 0.1 | 0.14 | 0.18 | 0.5 | 0.24 | 0.38 | 0.13 | 0.29 | 0.39 | 0.33 | 0.42 | 0.49 | 0.66 | 0.75 | 0.64 | 0.68 | 0.42 | 0.22 | 0.24 | 0.19 | 0.25 | 0.43 | 0.03 | 0.0 | 0.06 | 0.2 | 0.2 | 0.13 | 0.05 | 0.08 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.2 | 3.0 | 7.0 | 4.4 | 3.0 | 5.6 | 3.0 | N/A | 3.4 | 6.7 | 4.9 | 2.6 | 2.1 | 2.1 | 2.1 | 2.1 | 4.3 | 4.1 | 4.6 | 3.6 | 3.9 | 4.1 | 3.5 | 2.1 | 2.4 | 2.4 | 2.1 | 2.7 | 3.3 | 2.5 | 2.5 | 3.0 | 3.2 | 2.8 | 3.1 | 3.6 | 3.6 | 3.8 | 4.4 | 3.4 | 4.4 | 4.0 | 4.0 | 4.7 | 4.9 | 5.8 | 4.7 | 0.0 |
Dividend Growth(%) | N/A | -94.8 | -43.5 | 145.3 | 59.7 | 7.1 | 55.8 | N/A | N/A | -21.8 | 155.7 | 14.8 | 28.0 | 15.8 | 9.6 | 4.0 | -66.0 | 3.5 | 5.2 | 2.3 | 0.0 | 22.8 | 12.6 | 1.6 | 14.6 | 13.9 | -17.2 | -2.8 | 9.8 | 10.1 | 5.7 | 2.9 | 0.0 | 0.0 | 1.5 | 8.1 | 5.1 | 5.4 | 0.0 | 33.3 | -25.0 | 8.7 | 33.8 | 16.7 | 10.0 | -14.3 | -62.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1984
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