Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAPL (Crossamerica Partners LP) | -1.49% | 15.69% | 10.66% | 21.11% | 7.51% | NA | NA | 11.02% |
Data as of 07/03/2025, AR inception is 10/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPL (Crossamerica Partners LP) | 10/25/2012 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.94 | 15.69 | 10.66 | 21.11 | 7.51 | NA | NA | 11.02 | -1.49 | 6.27 | 26.83 | 15.10 | 23.01 | 8.94 | 43.57 | -33.07 | 3.69 | 7.82 | -30.20 | 50.86 | 64.68 | -8.16 |
| Sharpe Ratio | NA | 0.51 | 0.28 | 0.67 | 0.14 | NA | NA | 0.23 | -0.23 | -0.01 | 0.92 | 0.46 | 0.86 | 0.09 | 1.71 | -1.10 | 0.15 | 0.24 | -0.76 | 1.38 | 3.14 | -1.83 |
| Standard Deviation(%) | NA | 24.22 | 24.70 | 27.62 | 41.98 | NA | NA | 39.67 | 25.76 | 22.20 | 24.82 | 30.08 | 26.76 | 101.93 | 24.64 | 31.29 | 19.95 | 32.03 | 40.02 | 36.90 | 20.60 | 21.53 |
| Draw Down(%) | NA | 15.73 | 19.78 | 19.78 | 66.94 | NA | NA | 69.33 | 15.73 | 17.41 | 19.78 | 16.83 | 16.36 | 62.87 | 18.08 | 40.01 | 18.97 | 26.74 | 46.20 | 15.62 | 8.33 | 13.68 |
| Yield(%) | 0.00 | 10.65 | 10.27 | 15.77 | 7.54 | 8.82 | 6.62 | 11.03 | 4.72 | 8.95 | 10.69 | 10.85 | 12.32 | 11.69 | 14.26 | 9.17 | 9.43 | 9.57 | 5.63 | 7.22 | 8.87 | 0.00 |
Data as of 07/03/2025, AR inception is 10/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPL (Crossamerica Partners LP) |
-24.55%
Mar 2017 - Mar 2020 |
-15.97%
Mar 2015 - Mar 2020 |
4.39%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPL (Crossamerica Partners LP) |
55.13%
Mar 2020 - Mar 2023 |
38.96%
Mar 2020 - Mar 2025 |
11.64%
Jan 2013 - Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart