Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCZ (Comcast Holdings Corp) | NA | 11.98% | 3.30% | 3.04% | NA | NA | NA | … | … |
Data as of 05/27/2025, Common starting date is 01/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCZ (Comcast Holdings Corp) | 01/21/2020 | 05/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.98 | 3.30 | 3.04 | NA | NA | NA | … | … | 0.83 | 6.68 | 4.48 | -8.93 | 6.39 | 5.97 |
| Sharpe Ratio | NA | 0.17 | 0.00 | 0.03 | NA | NA | NA | … | … | -0.01 | 0.00 | 0.01 | -0.48 | 0.14 | 0.14 |
| Standard Deviation(%) | NA | 51.52 | 30.91 | 35.22 | NA | NA | NA | … | … | 90.82 | 27.92 | 25.83 | 21.46 | 45.04 | 42.69 |
| Draw Down(%) | NA | 16.32 | 20.21 | 26.09 | NA | NA | NA | … | … | 16.32 | 9.15 | 13.74 | 20.21 | 20.54 | 17.92 |
| Yield(%) | 0.00 | 0.84 | 1.55 | 2.08 | 1.03 | 0.69 | 0.52 | … | … | 0.74 | 0.02 | 2.64 | 2.43 | 1.12 | 3.10 |
Data as of 05/27/2025, Common starting date is 01/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCZ (Comcast Holdings Corp) |
-4.94%
Jan 2021 – Jan 2024 |
2.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCZ (Comcast Holdings Corp) |
5.52%
Apr 2020 – Apr 2023 |
3.06%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart