Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
COKE (Coca-Cola Consolidated, Inc.) | -5.15% | 8.51% | 35.70% | 39.56% | 23.26% | 24.14% | 18.24% | 9.87% |
Data as of 07/25/2025, AR inception is 02/21/1973
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
COKE (Coca-Cola Consolidated, Inc.) | 02/21/1973 | 07/25/2025 |
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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 5.03 | 8.51 | 35.70 | 39.56 | 23.26 | 24.14 | 18.24 | 9.87 | -5.15 | 38.75 | 82.92 | -17.09 | 133.24 | -5.88 | 60.73 | -17.10 | 20.94 | -1.37 | 108.89 | 21.86 | 11.82 | 15.35 | 7.09 | 4.86 | 19.99 | -20.21 | -12.39 | 62.18 | -23.11 | 10.01 | -16.54 | 73.98 | 2.51 | -18.15 | -17.61 | -16.67 | 41.54 | 39.29 | 32.08 | -27.40 | 100.00 | -9.88 | 6.58 | -18.28 | -9.71 | 11.96 | -29.23 | -31.94 | 80.19 | 12.77 | 22.08 | 55.56 | 54.69 | 16.36 | -5.17 | -28.40 | 76.09 | -11.54 | 205.88 | -41.38 | -71.57 |
Sharpe Ratio | NA | 0.02 | 0.17 | 0.25 | 0.20 | NA | NA | 0.12 | -0.03 | 1.11 | 2.47 | -0.36 | 4.32 | -0.12 | 1.59 | -0.49 | 0.71 | -0.05 | 2.92 | 0.92 | 0.69 | 0.84 | 0.23 | 0.18 | 0.57 | -0.44 | -0.45 | 2.68 | -1.24 | 0.45 | -0.58 | 2.35 | 0.00 | -0.52 | -1.05 | -0.68 | 1.46 | 1.56 | 1.27 | -0.90 | 2.36 | -0.30 | 0.06 | -0.68 | -0.58 | 0.24 | -0.86 | -1.14 | 2.92 | 0.20 | 0.59 | 1.56 | 1.51 | 0.22 | -0.31 | -0.86 | 1.95 | -0.84 | 5.87 | -0.92 | -1.60 |
Standard Deviation(%) | NA | 329.71 | 191.66 | 150.79 | 109.99 | NA | NA | 56.25 | 440.50 | 31.74 | 32.48 | 51.14 | 30.80 | 49.06 | 37.25 | 37.59 | 28.63 | 34.62 | 37.29 | 23.74 | 16.98 | 18.38 | 30.35 | 26.22 | 35.15 | 47.72 | 34.74 | 22.06 | 20.52 | 19.92 | 29.55 | 31.02 | 31.43 | 43.37 | 19.91 | 29.64 | 25.87 | 22.57 | 22.08 | 33.69 | 41.28 | 40.29 | 42.74 | 34.83 | 27.12 | 29.16 | 38.60 | 31.71 | 25.57 | 27.97 | 26.48 | 30.46 | 29.11 | 34.72 | 41.08 | 39.31 | 37.02 | 18.01 | 34.13 | 51.29 | 51.26 |
Draw Down(%) | NA | 92.00 | 92.00 | 92.00 | 92.00 | NA | NA | 92.00 | 92.00 | 16.93 | 16.19 | 35.52 | 15.29 | 33.02 | 34.34 | 41.08 | 19.65 | 33.07 | 20.64 | 21.24 | 16.00 | 10.92 | 31.05 | 23.20 | 23.88 | 47.17 | 26.46 | 11.30 | 23.82 | 11.37 | 31.94 | 18.19 | 15.17 | 38.01 | 24.17 | 22.56 | 22.89 | 11.27 | 5.67 | 35.14 | 11.39 | 26.51 | 38.68 | 36.00 | 32.31 | 27.94 | 52.80 | 43.97 | 12.16 | 25.77 | 20.43 | 15.69 | 17.89 | 27.42 | 52.53 | 45.68 | 21.00 | 31.03 | 22.39 | 62.50 | 71.57 |
Yield(%) | 0.00 | 0.72 | 2.06 | 2.75 | 2.38 | 5.28 | 4.46 | 7.99 | 0.41 | 2.14 | 1.05 | 0.16 | 0.37 | 0.35 | 0.56 | 0.47 | 0.56 | 0.57 | 1.11 | 1.40 | 1.44 | 1.71 | 1.76 | 1.87 | 2.20 | 1.70 | 1.51 | 2.28 | 1.77 | 1.89 | 1.53 | 2.62 | 2.72 | 2.07 | 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 | 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 07/25/2025, AR inception is 02/21/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
COKE (Coca-Cola Consolidated, Inc.) |
-22.09%
Mar 1986 - Mar 1989 |
-19.23%
Nov 1985 - Nov 1990 |
-5.11%
Feb 1986 - Feb 1996 |
-2.10%
Nov 1985 - Nov 2000 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
COKE (Coca-Cola Consolidated, Inc.) |
68.27%
Dec 1974 - Dec 1977 |
49.72%
Feb 2020 - Feb 2025 |
34.49%
Aug 2014 - Aug 2024 |
25.99%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart