Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALP-PQ (Alabama Power Company) | NA | 5.63% | 4.97% | 5.05% | NA | NA | NA | … | … |
Data as of 10/14/2022, Common starting date is 09/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALP-PQ (Alabama Power Company) | 09/07/2017 | 10/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 5.63 | 4.97 | 5.05 | NA | NA | NA | … | … | 4.44 | -0.76 | 3.21 | 14.07 | -10.68 | 4.85 |
| Sharpe Ratio | NA | 0.51 | 0.04 | 0.05 | NA | NA | NA | … | … | 0.45 | 0.00 | 0.13 | 1.26 | -1.24 | 1.94 |
| Standard Deviation(%) | NA | 9.57 | 117.74 | 91.44 | NA | NA | NA | … | … | 10.32 | 203.11 | 22.66 | 10.05 | 9.70 | 7.99 |
| Draw Down(%) | NA | 5.80 | 44.40 | 44.40 | NA | NA | NA | … | … | 5.80 | 43.24 | 20.07 | 5.85 | 13.43 | 4.27 |
| Yield(%) | 0.00 | 4.74 | 4.67 | 4.69 | 2.48 | 1.65 | 1.24 | … | … | 3.60 | 4.48 | 4.50 | 5.21 | 4.77 | 1.54 |
Data as of 10/14/2022, Common starting date is 09/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALP-PQ (Alabama Power Company) |
-10.07%
Aug 2018 – Aug 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALP-PQ (Alabama Power Company) |
8.69%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart