Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLK (Westlake Corporation) | 17.28% | 22.09% | -6.54% | -2.36% | 8.15% | 9.95% | 10.77% | … | … |
Data as of 06/04/2026, Common starting date is 08/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLK (Westlake Corporation) | 08/13/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.76 | 22.09 | -6.54 | -2.36 | 8.15 | 9.95 | 10.77 | … | … | 17.28 | -33.77 | -16.90 | 38.39 | 6.82 | 20.52 | 18.48 | 7.72 | -37.27 | 92.37 | 4.69 | -10.03 | 0.88 | 55.22 | 109.14 | -6.88 | 76.05 | 54.93 | -13.21 | -39.04 | 9.39 | -13.45 | 124.01 |
| Sharpe Ratio | NA | 0.47 | -0.25 | -0.10 | 0.18 | NA | NA | … | … | 1.00 | -0.81 | -0.79 | 1.15 | 0.14 | 0.60 | 0.27 | 0.16 | -1.25 | 3.78 | 0.12 | -0.29 | 0.03 | 1.99 | 3.02 | -0.13 | 1.53 | 1.08 | -0.19 | -1.07 | 0.17 | -0.40 | 19.24 |
| Standard Deviation(%) | NA | 46.92 | 37.67 | 36.97 | 39.52 | NA | NA | … | … | 49.87 | 45.67 | 25.83 | 30.36 | 38.61 | 33.96 | 68.42 | 38.23 | 31.12 | 24.39 | 37.32 | 34.60 | 31.17 | 27.73 | 36.56 | 51.31 | 49.80 | 50.77 | 75.66 | 39.71 | 35.59 | 39.49 | 36.98 |
| Draw Down(%) | NA | 37.77 | 64.20 | 64.20 | 75.15 | NA | NA | … | … | 29.21 | 51.84 | 29.38 | 17.36 | 41.41 | 24.92 | 57.90 | 29.78 | 50.43 | 10.77 | 25.96 | 36.21 | 44.98 | 19.12 | 26.33 | 51.04 | 40.84 | 37.34 | 43.23 | 49.78 | 28.15 | 39.81 | 10.88 |
| Yield(%) | 0.00 | 2.94 | 1.86 | 1.68 | 2.97 | 4.48 | 6.15 | … | … | 1.43 | 1.88 | 1.46 | 1.73 | 1.34 | 1.39 | 1.54 | 1.52 | 0.84 | 1.40 | 1.39 | 1.12 | 0.97 | 0.99 | 10.46 | 0.63 | 0.96 | 1.33 | 1.08 | 0.56 | 0.47 | 0.29 | 0.13 |
Data as of 06/04/2026, Common starting date is 08/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLK (Westlake Corporation) |
-28.07%
Feb 2006 – Feb 2009 |
-10.73%
Mar 2015 – Mar 2020 |
1.50%
May 2015 – May 2025 |
7.30%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLK (Westlake Corporation) |
77.47%
Jun 2010 – Jun 2013 |
63.74%
Feb 2009 – Feb 2014 |
34.82%
Mar 2008 – Mar 2018 |
24.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart