Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBRL (Cracker Barrel Old Country Store, Inc.) | 30.85% | 56.35% | -5.62% | NA | NA | NA | NA | -11.74% |
Data as of 07/22/2025, AR inception is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBRL (Cracker Barrel Old Country Store, Inc.) | 09/03/2020 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.09 | 56.35 | -5.62 | NA | NA | NA | NA | -11.74 | 30.85 | -27.92 | -14.02 | -22.66 | -0.85 | -2.43 |
| Sharpe Ratio | NA | 0.87 | -0.19 | NA | NA | NA | NA | -0.29 | 0.80 | -0.71 | -0.51 | -0.57 | -0.03 | -0.16 |
| Standard Deviation(%) | NA | 57.29 | 46.90 | NA | NA | NA | NA | 43.55 | 63.13 | 48.89 | 36.34 | 41.99 | 30.84 | 45.95 |
| Draw Down(%) | NA | 45.97 | 67.80 | NA | NA | NA | NA | 76.50 | 45.97 | 54.99 | 46.07 | 37.86 | 31.80 | 20.73 |
| Yield(%) | 0.39 | 2.25 | 3.73 | 2.45 | 1.22 | 0.82 | 0.61 | 3.06 | 1.37 | 4.01 | 5.51 | 3.95 | 1.82 | 0.00 |
Data as of 07/22/2025, AR inception is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBRL (Cracker Barrel Old Country Store, Inc.) |
-31.38%
Aug 2021 - Aug 2024 |
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 |
|---|---|---|---|---|
| CBRL (Cracker Barrel Old Country Store, Inc.) |
-5.47%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart