Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEP (Holly Energy Partners LP) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 12/12/2023, Common starting date is 07/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEP (Holly Energy Partners LP) | 07/08/2004 | 12/12/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | 18.73 | 25.28 | -28.49 | -14.47 | -4.17 | 8.78 | 10.73 | 11.31 | -1.58 | 3.75 | 29.78 | 12.40 | 37.06 | 105.18 | -46.97 | 15.17 | 16.35 | 12.93 | 42.27 |
| Sharpe Ratio | NA | 0.57 | 0.71 | 0.02 | 0.07 | NA | NA | … | … | 0.87 | 0.48 | 0.81 | -0.34 | -0.73 | -0.21 | 0.38 | 0.27 | 0.34 | -0.06 | 0.17 | 1.55 | 0.54 | 1.87 | 2.33 | -0.76 | 0.51 | 0.79 | 0.43 | 4.88 |
| Standard Deviation(%) | NA | 23.32 | 30.85 | 45.40 | 38.29 | NA | NA | … | … | 22.46 | 36.29 | 31.10 | 83.28 | 21.83 | 26.08 | 21.83 | 38.66 | 32.94 | 26.64 | 21.70 | 19.29 | 23.06 | 19.73 | 45.10 | 62.85 | 24.14 | 16.59 | 25.10 | 21.47 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 21.70 | 29.42 | 68.32 | 28.85 | 19.63 | 17.43 | 26.13 | 25.37 | 21.36 | 29.56 | 15.74 | 19.86 | 17.45 | 27.01 | 62.50 | 23.96 | 12.00 | 18.15 | 7.22 |
| Yield(%) | NA | 7.83 | 9.87 | 6.01 | 6.52 | 18.16 | 14.02 | … | … | 7.78 | 8.01 | 10.20 | 7.64 | 9.39 | 7.97 | 7.74 | 7.53 | 6.95 | 6.32 | 5.72 | 6.72 | 6.69 | 8.18 | 13.57 | 6.97 | 6.84 | 6.82 | 6.52 | 1.77 |
Data as of 12/12/2023, Common starting date is 07/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEP (Holly Energy Partners LP) |
-22.92%
Oct 2017 – Oct 2020 |
-12.33%
Oct 2015 – Oct 2020 |
-0.59%
Mar 2013 – Mar 2023 |
3.43%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEP (Holly Energy Partners LP) |
51.75%
Nov 2008 – Nov 2011 |
34.60%
Nov 2008 – Nov 2013 |
18.92%
Nov 2008 – Nov 2018 |
13.11%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart