Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESTE (Earthstone Energy Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 11/13/2023, Common starting date is 04/18/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESTE (Earthstone Energy Inc) | 04/18/1994 | 11/13/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | 30.07 | 105.25 | -15.80 | 40.04 | -57.48 | -22.63 | 3.23 | -43.36 | 27.03 | 19.43 | 0.32 | -0.39 | 98.72 | 30.00 | -45.45 | -41.49 | -12.56 | 207.14 | 129.51 | 103.33 | 25.00 | 20.00 | 66.67 | 200.00 | -80.00 | -20.00 | 303.23 | 3.33 | -40.00 |
| Sharpe Ratio | NA | 0.60 | 1.48 | 0.26 | 0.02 | NA | NA | … | … | 1.20 | 0.39 | 1.41 | -0.15 | 0.23 | -1.49 | -0.75 | -0.47 | -1.16 | 0.15 | 0.03 | -0.51 | -0.32 | 0.93 | 0.13 | -0.73 | -1.60 | -0.76 | 1.76 | 1.09 | 0.65 | 0.03 | -0.01 | -0.01 | 1.56 | -0.30 | -0.49 | 0.94 | -0.21 | -0.27 |
| Standard Deviation(%) | NA | 49.09 | 67.68 | 77.36 | 67.64 | NA | NA | … | … | 46.81 | 72.99 | 74.81 | 105.05 | 72.87 | 53.18 | 56.07 | 66.11 | 53.39 | 57.11 | 34.97 | 36.07 | 58.48 | 86.44 | 88.92 | 88.26 | 39.73 | 45.91 | 105.82 | 100.76 | 129.85 | 153.54 | 169.19 | 202.28 | 143.83 | 155.08 | 134.80 | 319.65 | 283.22 | 217.97 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 50.78 | 44.27 | 77.55 | 60.15 | 62.77 | 46.66 | 51.20 | 57.91 | 59.19 | 31.35 | 47.19 | 55.29 | 42.84 | 41.49 | 79.09 | 47.89 | 41.05 | 60.63 | 35.71 | 40.91 | 35.29 | 75.86 | 74.29 | 33.33 | 86.15 | 44.00 | 62.50 | 75.00 | 50.00 |
| Yield(%) | NA | 0.86 | 1.62 | 0.38 | 0.08 | 0.11 | 0.38 | … | … | 1.11 | 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 | 0.00 | 0.00 |
Data as of 11/13/2023, Common starting date is 04/18/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESTE (Earthstone Energy Inc) |
-48.33%
Mar 2017 – Mar 2020 |
-40.47%
Mar 2015 – Mar 2020 |
-15.34%
Mar 2010 – Mar 2020 |
-13.91%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESTE (Earthstone Energy Inc) |
169.54%
May 2003 – May 2006 |
85.71%
Aug 2000 – Aug 2005 |
69.52%
Feb 1995 – Feb 2005 |
36.61%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart