Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CLBEY (Calbee Inc) | -3.19% | 2.97% | -1.85% | -8.03% | NA | NA | NA | -7.70% |
Data as of 07/03/2025, AR inception is 03/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLBEY (Calbee Inc) | 03/06/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 2.97 | -1.85 | -8.03 | NA | NA | NA | -7.70 | -3.19 | -2.76 | -11.81 | -2.87 | -19.43 | -12.07 | 5.55 | -6.71 |
| Sharpe Ratio | NA | 0.00 | -0.10 | -0.23 | NA | NA | NA | -0.23 | -0.19 | -0.17 | -0.48 | -0.11 | -0.56 | -0.27 | 0.12 | -0.36 |
| Standard Deviation(%) | NA | 58.77 | 45.01 | 41.71 | NA | NA | NA | 40.38 | 48.00 | 54.16 | 34.06 | 40.13 | 34.90 | 45.74 | 35.87 | 25.86 |
| Draw Down(%) | NA | 32.22 | 32.22 | 48.49 | NA | NA | NA | 54.41 | 15.01 | 31.61 | 25.56 | 28.29 | 30.26 | 36.13 | 22.00 | 21.11 |
| 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 | 0.00 |
Data as of 07/03/2025, AR inception is 03/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBEY (Calbee Inc) |
-16.64%
Oct 2019 - Oct 2022 |
-12.94%
Jun 2018 - Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBEY (Calbee Inc) |
4.12%
Apr 2022 - Apr 2025 |
-3.37%
Mar 2019 - Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart