Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COP (ConocoPhillips) | 29.31% | 43.32% | 8.59% | 18.80% | 13.49% | 9.05% | 8.24% | … | … |
Data as of 06/04/2026, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COP (ConocoPhillips) | 11/05/1984 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.69 | 43.32 | 8.59 | 18.80 | 13.49 | 9.05 | 8.24 | … | … | 29.31 | -2.34 | -12.63 | 1.98 | 71.54 | 86.60 | -36.04 | 6.63 | 15.63 | 11.95 | 10.13 | -29.01 | 1.51 | 27.08 | 9.20 | 10.99 | 38.73 | 2.79 | -39.79 | 25.42 | 26.53 | 36.84 | 35.58 | 39.81 | -17.44 | 8.58 | 24.50 | 13.56 | -9.63 | 13.28 | 33.96 | 7.98 | 16.95 | 19.87 | 8.18 | -4.20 | 7.77 | 33.96 | 44.84 | 24.33 | 3.93 | -2.95 | 4.98 |
| Sharpe Ratio | NA | 1.19 | 0.13 | 0.51 | 0.31 | NA | NA | … | … | 1.99 | -0.15 | -0.72 | -0.06 | 1.64 | 2.43 | -0.49 | 0.19 | 0.48 | 0.49 | 0.23 | -0.93 | 0.07 | 1.71 | 0.53 | 0.40 | 1.61 | 0.07 | -0.68 | 0.85 | 0.92 | 1.14 | 1.68 | 2.25 | -0.66 | 0.22 | 0.61 | 0.36 | -0.43 | 0.41 | 1.32 | 0.19 | 0.53 | 0.59 | 0.21 | -0.31 | 0.08 | 0.85 | 1.07 | 0.38 | -0.01 | -0.29 | 0.46 |
| Standard Deviation(%) | NA | 29.28 | 28.51 | 32.82 | 37.77 | NA | NA | … | … | 32.83 | 34.06 | 22.57 | 28.73 | 42.91 | 35.60 | 73.09 | 27.87 | 29.64 | 23.25 | 42.78 | 31.32 | 21.08 | 15.79 | 17.55 | 27.58 | 24.02 | 36.48 | 59.51 | 26.19 | 25.32 | 30.24 | 20.63 | 17.40 | 27.96 | 28.94 | 33.33 | 28.56 | 30.79 | 23.33 | 22.67 | 21.03 | 26.29 | 29.93 | 26.65 | 25.74 | 26.99 | 32.92 | 37.13 | 52.33 | 35.55 | 28.67 | 69.14 |
| Draw Down(%) | NA | 14.90 | 36.52 | 36.52 | 70.66 | NA | NA | … | … | 14.90 | 22.09 | 27.54 | 23.94 | 32.98 | 18.69 | 65.66 | 27.91 | 28.34 | 15.60 | 32.22 | 38.12 | 28.19 | 7.10 | 13.68 | 23.54 | 17.38 | 36.20 | 55.69 | 14.81 | 21.87 | 18.72 | 8.85 | 9.97 | 28.98 | 24.87 | 22.18 | 19.64 | 20.65 | 19.20 | 9.85 | 15.82 | 14.52 | 26.14 | 18.21 | 21.74 | 20.16 | 24.63 | 16.05 | 43.57 | 28.87 | 25.37 | 18.64 |
| Yield(%) | 0.00 | 3.84 | 3.16 | 5.79 | 5.26 | 3.47 | 3.72 | … | … | 1.74 | 3.18 | 2.14 | 3.46 | 6.72 | 4.93 | 2.58 | 2.11 | 2.10 | 2.09 | 2.13 | 4.27 | 4.07 | 4.56 | 3.56 | 3.87 | 4.09 | 3.48 | 2.14 | 2.41 | 2.38 | 2.07 | 2.73 | 3.30 | 2.46 | 2.45 | 3.00 | 3.16 | 2.83 | 3.05 | 3.68 | 3.66 | 3.76 | 4.44 | 3.45 | 4.37 | 4.02 | 4.02 | 4.67 | 4.95 | 5.77 | 4.72 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COP (ConocoPhillips) |
-17.16%
Jun 2014 – Jun 2017 |
-10.80%
Mar 2015 – Mar 2020 |
-1.21%
Oct 2010 – Oct 2020 |
-0.44%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COP (ConocoPhillips) |
66.85%
Oct 2020 – Oct 2023 |
33.85%
Sep 2002 – Sep 2007 |
21.11%
Jul 1986 – Jul 1996 |
17.58%
Jul 1986 – Jul 2001 |
Annualized Rolling Returns Comparison Chart