Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BATL (Battalion Oil Corporation) | 23.89% | 2.94% | -40.75% | -35.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BATL (Battalion Oil Corporation) | 12/26/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.09 | 2.94 | -40.75 | -35.47 | NA | NA | NA | … | … | 23.89 | -32.56 | -80.44 | -1.03 | -0.92 | 18.07 | -38.29 | -10.33 |
| Sharpe Ratio | NA | 0.02 | -0.26 | -0.28 | NA | NA | NA | … | … | 0.24 | -0.38 | -0.60 | -0.06 | -0.03 | 0.27 | -0.28 | -0.48 |
| Standard Deviation(%) | NA | 225.33 | 163.34 | 135.37 | NA | NA | NA | … | … | 333.47 | 93.54 | 142.40 | 90.81 | 85.66 | 67.40 | 135.52 | 208.41 |
| Draw Down(%) | NA | 94.76 | 94.76 | 95.23 | NA | NA | NA | … | … | 94.76 | 64.31 | 85.55 | 62.97 | 63.25 | 47.57 | 85.94 | 16.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BATL (Battalion Oil Corporation) |
-59.09%
Apr 2022 – Apr 2025 |
-34.90%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BATL (Battalion Oil Corporation) |
12.84%
Apr 2020 – Apr 2023 |
-12.31%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart