Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXCE (EXCO Resources Inc) | 34.62% | 143.78% | 51.83% | 42.29% | 5.20% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXCE (EXCO Resources Inc) | 06/19/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | 143.78 | 51.83 | 42.29 | 5.20 | NA | NA | … | … | 34.62 | 95.68 | 4.67 | -17.58 | 65.76 | 339.20 | -50.00 | 481.40 | 104.76 | -98.40 | -29.54 | -42.86 | -57.91 | -18.23 | -1.57 |
| Sharpe Ratio | NA | 3.52 | 1.03 | 0.43 | 0.02 | NA | NA | … | … | 3.05 | 1.89 | -0.04 | -0.43 | 0.58 | 1.98 | -0.05 | 1.86 | 2.13 | -0.65 | -0.20 | -0.32 | -0.88 | -0.45 | -0.07 |
| Standard Deviation(%) | NA | 39.37 | 48.30 | 91.53 | 367.13 | NA | NA | … | … | 32.55 | 50.35 | 53.62 | 50.67 | 112.01 | 171.24 | 1,094.95 | 257.79 | 48.59 | 152.77 | 146.76 | 133.78 | 66.02 | 40.51 | 44.32 |
| Draw Down(%) | NA | 10.45 | 23.26 | 51.78 | 100.00 | NA | NA | … | … | 9.76 | 23.26 | 13.33 | 34.78 | 25.58 | 51.78 | 99.99 | 53.49 | 9.43 | 98.53 | 68.80 | 79.95 | 66.27 | 44.32 | 23.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.41 | 0.31 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.87 | 3.01 | 1.15 |
Data as of 06/03/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCE (EXCO Resources Inc) |
-81.38%
Dec 2014 – Dec 2017 |
-70.54%
Dec 2012 – Dec 2017 |
-24.69%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCE (EXCO Resources Inc) |
163.31%
May 2019 – May 2022 |
112.50%
Dec 2017 – Dec 2022 |
6.01%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart