Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPTP (Capital Properties Inc) | 15.42% | 34.14% | 10.56% | 1.59% | 5.57% | 4.39% | 1.14% | … | … |
Data as of 06/04/2026, Common starting date is 06/24/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPTP (Capital Properties Inc) | 06/24/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.27 | 34.14 | 10.56 | 1.59 | 5.57 | 4.39 | 1.14 | … | … | 15.42 | 22.24 | -15.16 | 11.80 | -10.26 | 3.19 | -18.58 | 4.05 | 16.51 | 4.14 | 22.17 | -5.96 | 46.88 | 19.58 | -21.99 | -11.93 | 30.77 | 32.49 | -44.54 | -0.54 | -13.56 | 55.26 | 44.57 | 53.17 | 4.21 | 18.45 | -11.05 | 48.96 | -11.93 | 127.08 | 9.09 | 22.22 | -15.62 |
| Sharpe Ratio | NA | 0.89 | 0.28 | 0.04 | 0.15 | NA | NA | … | … | 1.41 | 0.48 | -1.02 | 0.28 | -0.55 | 0.08 | -0.41 | 0.09 | 0.79 | 0.23 | 0.80 | -0.17 | 1.19 | 0.56 | -0.35 | -0.22 | 0.45 | 0.27 | -1.03 | -0.16 | -0.97 | 1.69 | 2.20 | 2.89 | 0.25 | 0.70 | -0.77 | 0.99 | -0.59 | 3.09 | 0.16 | 0.40 | -1.19 |
| Standard Deviation(%) | NA | 50.53 | 35.08 | 33.47 | 31.71 | NA | NA | … | … | 51.80 | 40.38 | 18.47 | 29.56 | 21.37 | 40.29 | 45.93 | 28.64 | 19.31 | 15.50 | 27.51 | 34.47 | 39.28 | 34.93 | 64.07 | 55.45 | 67.54 | 118.13 | 43.96 | 22.55 | 17.59 | 31.45 | 19.84 | 18.12 | 12.18 | 23.41 | 19.86 | 45.87 | 25.98 | 39.75 | 32.75 | 45.80 | 26.40 |
| Draw Down(%) | NA | 16.67 | 27.64 | 30.67 | 38.71 | NA | NA | … | … | 15.30 | 16.67 | 16.26 | 12.69 | 15.70 | 16.95 | 27.68 | 16.62 | 7.81 | 8.42 | 13.57 | 15.65 | 20.99 | 15.79 | 47.08 | 39.19 | 29.44 | 46.25 | 49.87 | 17.14 | 30.68 | 18.06 | 16.85 | 7.14 | 16.67 | 18.38 | 14.13 | 25.00 | 33.80 | 15.38 | 9.72 | 16.67 | 23.94 |
| Yield(%) | 0.00 | 3.09 | 2.51 | 1.86 | 3.20 | 2.45 | 1.47 | … | … | 1.29 | 2.81 | 1.75 | 2.55 | 2.11 | 1.70 | 1.36 | 3.24 | 7.36 | 0.54 | 0.00 | 0.00 | 0.00 | 0.00 | 1.38 | 1.20 | 11.52 | 1.60 | 1.04 | 0.92 | 0.50 | 0.66 | 2.35 | 0.36 | 0.36 | 11.12 | 6.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/24/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTP (Capital Properties Inc) |
-23.16%
Mar 2006 – Mar 2009 |
-8.57%
Aug 2006 – Aug 2011 |
-2.92%
May 2006 – May 2016 |
0.31%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTP (Capital Properties Inc) |
58.86%
Apr 2003 – Apr 2006 |
35.78%
Mar 2001 – Mar 2006 |
30.01%
Apr 1996 – Apr 2006 |
18.77%
Mar 1996 – Mar 2011 |
Annualized Rolling Returns Comparison Chart