Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EL (The Estée Lauder Companies Inc.) | 17.47% | -8.00% | -27.95% | -13.81% | 1.15% | 8.41% | 9.29% | 9.41% |
Data as of 07/18/2025, AR inception is 11/17/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EL (The Estée Lauder Companies Inc.) | 11/17/1995 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.25 | -8.00 | -27.95 | -13.81 | 1.15 | 8.41 | 9.29 | 9.41 | 17.47 | -47.59 | -40.13 | -32.31 | 40.04 | 29.78 | 60.33 | 3.38 | 68.68 | -11.62 | 16.97 | 2.33 | 27.20 | 7.91 | 40.54 | 68.52 | 57.98 | -27.59 | 8.19 | 23.39 | -25.98 | 17.63 | 49.88 | -16.81 | -26.48 | -12.73 | 17.98 | 66.22 | 1.11 | 45.88 | 1.09 |
| Sharpe Ratio | NA | -0.22 | -0.66 | -0.36 | 0.01 | NA | NA | 0.24 | 0.78 | -1.14 | -1.04 | -0.80 | 1.51 | 0.71 | 2.24 | 0.08 | 3.80 | -0.62 | 0.74 | 0.14 | 1.30 | 0.33 | 1.08 | 2.37 | 1.35 | -0.66 | 0.18 | 0.95 | -1.07 | 0.77 | 1.93 | -0.53 | -0.96 | -0.40 | 0.44 | 1.90 | -0.08 | 1.25 | 0.18 |
| Standard Deviation(%) | NA | 53.71 | 46.02 | 40.84 | 34.82 | NA | NA | 32.28 | 57.60 | 44.86 | 42.54 | 42.16 | 26.58 | 41.23 | 26.33 | 26.10 | 18.00 | 19.11 | 23.04 | 17.09 | 20.83 | 23.78 | 37.36 | 28.84 | 42.89 | 42.91 | 27.48 | 21.18 | 26.38 | 21.73 | 25.50 | 33.86 | 30.46 | 42.53 | 33.46 | 32.98 | 31.53 | 33.34 | 34.46 |
| Draw Down(%) | NA | 50.74 | 81.40 | 85.82 | 85.82 | NA | NA | 85.82 | 41.15 | 59.77 | 62.40 | 48.56 | 12.89 | 34.16 | 12.21 | 22.06 | 5.25 | 20.81 | 16.79 | 13.22 | 9.64 | 22.63 | 21.48 | 21.56 | 38.90 | 54.00 | 22.13 | 15.50 | 34.39 | 18.03 | 13.20 | 32.35 | 28.91 | 36.20 | 30.25 | 33.19 | 23.80 | 15.02 | 8.93 |
| Yield(%) | 0.00 | 1.76 | 0.94 | 1.15 | 2.10 | 4.74 | 6.18 | 9.70 | 0.95 | 1.60 | 1.04 | 0.66 | 0.86 | 0.72 | 1.34 | 1.23 | 1.81 | 1.77 | 1.35 | 1.14 | 1.21 | 1.28 | 1.31 | 1.55 | 1.68 | 1.28 | 1.34 | 1.50 | 0.88 | 1.04 | 1.12 | 0.93 | 0.41 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 11/17/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EL (The Estée Lauder Companies Inc.) |
-40.34%
Dec 2021 - Dec 2024 |
-18.38%
Apr 2020 - Apr 2025 |
-5.43%
Feb 1999 - Feb 2009 |
5.36%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EL (The Estée Lauder Companies Inc.) |
74.69%
Feb 2009 - Feb 2012 |
45.12%
Feb 2009 - Feb 2014 |
31.67%
Feb 2009 - Feb 2019 |
22.98%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart