Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCEC (Capital Clean Energy Carriers Corp.) | 4.34% | 3.70% | 19.24% | 14.27% | 26.84% | 48.11% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCEC (Capital Clean Energy Carriers Corp.) | 03/30/2007 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | 3.70 | 19.24 | 14.27 | 26.84 | 48.11 | NA | … | … | 4.34 | 17.01 | 33.86 | 8.70 | -11.81 | 105.35 | -33.26 | 16.17 | 38.09 | 108.73 | 65.05 | 67.77 | 53.24 | 258.30 | 167.71 | 43.75 | 172.31 | 1,069.37 | -23.38 | 12.63 |
| Sharpe Ratio | NA | 0.06 | 0.52 | 0.38 | 0.60 | NA | NA | … | … | 0.39 | 0.35 | 0.92 | 0.20 | -0.34 | 2.76 | -0.51 | 0.29 | 0.85 | 2.96 | 0.85 | 1.31 | 1.23 | 5.57 | 3.22 | 0.74 | 3.64 | 8.26 | -0.29 | 0.40 |
| Standard Deviation(%) | NA | 41.77 | 36.14 | 36.08 | 43.16 | NA | NA | … | … | 43.67 | 40.78 | 32.97 | 24.98 | 39.35 | 38.12 | 65.81 | 50.25 | 43.29 | 36.73 | 75.95 | 51.84 | 43.26 | 46.33 | 52.69 | 58.89 | 47.33 | 129.50 | 82.63 | 34.90 |
| Draw Down(%) | NA | 28.54 | 28.54 | 33.27 | 64.96 | NA | NA | … | … | 26.17 | 22.04 | 15.62 | 18.69 | 30.27 | 18.36 | 61.15 | 38.30 | 27.56 | 9.72 | 35.69 | 27.34 | 30.19 | 14.52 | 21.29 | 39.85 | 19.34 | 45.24 | 59.77 | 21.07 |
| Yield(%) | 0.00 | 2.82 | 4.29 | 4.41 | 35.49 | 35.01 | 16.57 | … | … | 1.47 | 3.28 | 4.18 | 4.42 | 3.77 | 4.86 | 6.67 | 57.01 | 65.31 | 70.89 | 61.87 | 82.91 | 62.97 | 95.80 | 101.62 | 67.89 | 82.09 | 182.61 | 61.95 | 19.57 |
Data as of 06/10/2026, Common starting date is 03/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCEC (Capital Clean Energy Carriers Corp.) |
-3.72%
Aug 2017 – Aug 2020 |
4.45%
Nov 2018 – Nov 2023 |
25.66%
Nov 2015 – Nov 2025 |
45.71%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCEC (Capital Clean Energy Carriers Corp.) |
263.11%
Jan 2009 – Jan 2012 |
237.68%
Dec 2008 – Dec 2013 |
137.08%
Nov 2008 – Nov 2018 |
82.91%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart