Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SOC (Sable Offshore Corp.) NA -51.30% 5.07% 4.11% NA NA NA
Data as of 06/09/2026, Common starting date is 04/19/2021
More Performance Analytics Comparison
Name Start Date End Date
SOC (Sable Offshore Corp.) 04/19/2021 06/09/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -51.30 5.07 4.11 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 04/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SOC (Sable Offshore Corp.) -24.39%
Nov 2022 – Nov 2025
8.69%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SOC (Sable Offshore Corp.) 46.12%
Jul 2022 – Jul 2025
8.69%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return