Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPL (Crossamerica Partners LP) | 12.65% | 11.31% | 15.94% | 13.11% | 10.18% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/25/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPL (Crossamerica Partners LP) | 10/25/2012 | 06/05/2026 |
| 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 (%) | 2.22 | 11.31 | 15.94 | 13.11 | 10.18 | NA | NA | … | … | 12.65 | 2.89 | 6.27 | 26.83 | 15.10 | 23.01 | 8.94 | 43.57 | -33.07 | 3.69 | 7.82 | -30.20 | 50.86 | 64.68 | -8.16 |
| Sharpe Ratio | NA | 0.41 | 0.55 | 0.43 | 0.21 | NA | NA | … | … | 1.27 | 0.00 | 0.12 | 0.94 | 0.46 | 0.86 | 0.08 | 1.71 | -1.10 | 0.15 | 0.24 | -0.76 | 1.38 | 3.14 | -1.83 |
| Standard Deviation(%) | NA | 21.19 | 23.04 | 25.26 | 40.16 | NA | NA | … | … | 23.22 | 23.07 | 22.20 | 24.82 | 30.08 | 26.76 | 101.93 | 24.64 | 31.29 | 19.95 | 32.03 | 40.02 | 36.90 | 20.60 | 21.53 |
| Draw Down(%) | NA | 14.59 | 18.25 | 19.78 | 66.94 | NA | NA | … | … | 14.59 | 18.25 | 17.41 | 19.78 | 16.83 | 16.36 | 62.87 | 18.08 | 40.01 | 18.97 | 26.74 | 46.20 | 15.62 | 8.33 | 13.68 |
| Yield(%) | 0.00 | 9.58 | 11.09 | 10.80 | 8.98 | 9.52 | 7.14 | … | … | 5.09 | 9.45 | 8.95 | 10.69 | 10.85 | 12.32 | 11.69 | 14.26 | 9.17 | 9.43 | 9.57 | 5.63 | 7.22 | 8.87 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPL (Crossamerica Partners LP) |
-24.55%
Mar 2017 – Mar 2020 |
-15.97%
Mar 2015 – Mar 2020 |
4.39%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPL (Crossamerica Partners LP) |
55.13%
Mar 2020 – Mar 2023 |
38.96%
Mar 2020 – Mar 2025 |
12.49%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart