Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CNLHO (The Connecticut Light and Power Company) | -0.36% | 3.86% | -2.56% | -4.55% | 0.36% | NA | NA | 1.55% |
Data as of 07/18/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNLHO (The Connecticut Light and Power Company) | 06/19/2012 | 07/18/2025 |
| 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 (%) | 0.00 | 3.86 | -2.56 | -4.55 | 0.36 | NA | NA | 1.55 | -0.36 | 2.69 | -9.23 | -19.04 | 1.69 | 6.01 | 8.41 | 3.08 | 6.10 | 7.34 | 7.52 | 7.87 | -1.21 | 3.38 |
| Sharpe Ratio | NA | -0.17 | -0.12 | -0.16 | -0.03 | NA | NA | 0.01 | -0.08 | -0.03 | -0.07 | -0.27 | 0.12 | 0.18 | 0.74 | 0.10 | 0.28 | 0.23 | 0.62 | 0.61 | -0.05 | 0.36 |
| Standard Deviation(%) | NA | 39.31 | 69.95 | 51.73 | 34.82 | NA | NA | 30.90 | 44.91 | 29.54 | 183.29 | 74.91 | 14.55 | 32.73 | 9.37 | 17.15 | 19.60 | 30.50 | 12.03 | 12.81 | 24.65 | 17.89 |
| Draw Down(%) | NA | 13.29 | 33.88 | 37.72 | 41.45 | NA | NA | 41.45 | 13.29 | 9.16 | 33.88 | 19.55 | 6.90 | 20.56 | 5.86 | 8.06 | 9.26 | 20.01 | 4.16 | 7.05 | 18.00 | 6.80 |
| Yield(%) | 0.00 | 3.12 | 1.37 | 1.57 | 3.15 | 3.14 | 2.36 | 3.63 | 1.52 | 1.51 | 1.33 | 0.00 | 3.28 | 4.44 | 4.59 | 4.53 | 4.59 | 4.70 | 4.82 | 4.95 | 4.67 | 2.36 |
Data as of 07/18/2025, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLHO (The Connecticut Light and Power Company) |
-11.23%
Oct 2020 - Oct 2023 |
-5.43%
May 2020 - May 2025 |
-0.22%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLHO (The Connecticut Light and Power Company) |
11.36%
Sep 2013 - Sep 2016 |
8.17%
Sep 2013 - Sep 2018 |
4.09%
Jan 2013 - Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart